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 | $30,322 | $42,901-29.3% | $91,220-66.8% | $64,808-53.2% |
| Participation rate | 81.4% | 68.1%+13.2pp | 73.2%+8.2pp | 71.5%+9.9pp |
| Annual return | 37.14% | -13.53%+50.7pp | 114.01%-76.9pp | 32.82%+4.3pp |
| Employer contribution / active EE | $1,040 | $1,571-33.8% | $2,850-63.5% | $2,506-58.5% |
| Participant deferral / active EE | $0 | $3,501-100.0% | $4,234-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $131-100.0% | $5,420-100.0% | $188-100.0% |