Filed January 23, 2015
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,645 | $64,919-0.4% | $392,568-83.5% | $65,185-0.8% |
| Participation rate | 99.1% | 72.0%+27.1pp | 78.1%+21.0pp | 70.2%+28.9pp |
| Annual return | 11.36% | 26.09%-14.7pp | 24.42%-13.1pp | 29.38%-18.0pp |
| Employer contribution / active EE | $1,386 | $2,374-41.6% | $3,783-63.4% | $2,177-36.3% |
| Participant deferral / active EE | $0 | $3,668-100.0% | $5,985-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $634-100.0% | $6,260-100.0% | $847-100.0% |