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 | $206,454 | $39,859+418.0% | $78,689+162.4% | $57,658+258.1% |
| Participation rate | 99.8% | 66.1%+33.7pp | 73.6%+26.3pp | 70.2%+29.6pp |
| Annual return | 11.66% | 18.96%-7.3pp | 62.18%-50.5pp | 5.13%+6.5pp |
| Employer contribution / active EE | $11,981 | $1,786+570.9% | $2,851+320.3% | $1,974+507.0% |
| Participant deferral / active EE | $0 | $2,248-100.0% | $3,517-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $76-100.0% | $4,510-100.0% | $95-100.0% |