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 | $43,650 | $56,467-22.7% | $95,585-54.3% | $102,872-57.6% |
| Participation rate | 84.1% | 62.1%+22.0pp | 72.1%+12.0pp | 73.0%+11.0pp |
| Annual return | 18.42% | 17.94%+0.5pp | 38.56%-20.1pp | 19.06%-0.6pp |
| Employer contribution / active EE | $1,592 | $1,216+30.9% | $2,527-37.0% | $3,526-54.8% |
| Participant deferral / active EE | $0 | $3,007-100.0% | $4,023-100.0% | $5,535-100.0% |
| Admin fee / account holder | $0 | $112-100.0% | $6,127-100.0% | $292-100.0% |