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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,702 | $48,116-63.2% | $99,443-82.2% | $77,787-77.2% |
| Participation rate | 79.8% | 60.0%+19.9pp | 73.8%+6.0pp | 73.2%+6.6pp |
| Annual return | 5.41% | 23.23%-17.8pp | 30.72%-25.3pp | 32.57%-27.2pp |
| Employer contribution / active EE | $874 | $1,057-17.3% | $2,540-65.6% | $2,504-65.1% |
| Participant deferral / active EE | $0 | $2,238-100.0% | $3,619-100.0% | $3,967-100.0% |
| Admin fee / account holder | $0 | $87-100.0% | $6,250-100.0% | $100-100.0% |