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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,619 | $38,925+436.0% | $73,843+182.5% | $55,191+278.0% |
| Participation rate | 99.6% | 66.0%+33.6pp | 73.4%+26.2pp | 69.2%+30.5pp |
| Annual return | 2.15% | 6.31%-4.2pp | 2267.84%-2265.7pp | 10.78%-8.6pp |
| Employer contribution / active EE | $10,181 | $1,695+500.7% | $2,787+265.3% | $1,899+436.2% |
| Participant deferral / active EE | $0 | $2,351-100.0% | $3,583-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $83-100.0% | $4,880-100.0% | $91-100.0% |