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 | $22,777 | $55,125-58.7% | $109,895-79.3% | $86,799-73.8% |
| Participation rate | 87.2% | 70.1%+17.1pp | 74.2%+13.0pp | 72.3%+14.9pp |
| Annual return | 20.49% | 26.20%-5.7pp | 29.45%-9.0pp | 97.91%-77.4pp |
| Employer contribution / active EE | $999 | $1,558-35.9% | $2,842-64.9% | $2,405-58.5% |
| Participant deferral / active EE | $0 | $3,337-100.0% | $4,048-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $141-100.0% | $6,066-100.0% | $170-100.0% |