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 | $18,697 | $51,447-63.7% | $104,607-82.1% | $73,409-74.5% |
| Participation rate | 82.1% | 68.2%+13.9pp | 74.1%+8.0pp | 72.2%+9.9pp |
| Annual return | 9.43% | 25.06%-15.6pp | 340.46%-331.0pp | 59.29%-49.9pp |
| Employer contribution / active EE | $660 | $1,441-54.2% | $2,681-75.4% | $2,234-70.4% |
| Participant deferral / active EE | $0 | $3,058-100.0% | $3,740-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $122-100.0% | $6,473-100.0% | $158-100.0% |