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.
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 | $314,326 | $52,670+496.8% | $90,404+247.7% | $73,409+328.2% |
| Participation rate | 99.4% | 67.7%+31.7pp | 72.7%+26.7pp | 72.2%+27.2pp |
| Annual return | -17.28% | 20.70%-38.0pp | 1293.02%-1310.3pp | 59.29%-76.6pp |
| Employer contribution / active EE | $9,742 | $1,872+420.5% | $3,262+198.6% | $2,234+336.1% |
| Participant deferral / active EE | $0 | $2,807-100.0% | $3,963-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $117-100.0% | $5,611-100.0% | $158-100.0% |