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 | $39,412 | $58,336-32.4% | $97,226-59.5% | $199,593-80.3% |
| Participation rate | 82.8% | 63.8%+19.0pp | 72.7%+10.1pp | 72.0%+10.8pp |
| Annual return | 22.47% | 32.81%-10.3pp | 75.13%-52.7pp | 34.25%-11.8pp |
| Employer contribution / active EE | $1,546 | $1,416+9.2% | $2,729-43.3% | $3,034-49.0% |
| Participant deferral / active EE | $0 | $3,240-100.0% | $4,264-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $114-100.0% | $5,654-100.0% | $269-100.0% |