Filed March 23, 2014 (most recent of 3 filings on file)
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $329,192 | $55,331+494.9% | $81,812+302.4% | $199,593+64.9% |
| Participation rate | 99.7% | 62.5%+37.2pp | 72.3%+27.3pp | 72.0%+27.7pp |
| Annual return | 5.95% | 19.59%-13.6pp | 773.79%-767.8pp | 34.25%-28.3pp |
| Employer contribution / active EE | $14,682 | $2,101+598.9% | $2,912+404.2% | $3,034+383.9% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,319-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $346-100.0% | $7,386-100.0% | $269-100.0% |