Filed June 1, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,015 | $37,591-54.7% | $90,645-81.2% | $55,725-69.5% |
| Participation rate | 78.9% | 66.4%+12.5pp | 74.0%+4.9pp | 70.9%+8.0pp |
| Annual return | 16.94% | -3.20%+20.1pp | 1.88%+15.1pp | 244.93%-228.0pp |
| Employer contribution / active EE | $2,497 | $1,302+91.8% | $2,532-1.4% | $2,078+20.1% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,425-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $100-99.7% | $4,994-100.0% | $115-99.8% |