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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,964 | $73,823+16.4% | $379,746-77.4% | $73,488+17.0% |
| Participation rate | 97.8% | 73.1%+24.7pp | 78.4%+19.4pp | 70.7%+27.1pp |
| Annual return | 34.03% | 29.06%+5.0pp | 34.90%-0.9pp | 28.51%+5.5pp |
| Employer contribution / active EE | $2,224 | $2,472-10.0% | $3,540-37.2% | $2,270-2.0% |
| Participant deferral / active EE | $0 | $4,038-100.0% | $6,024-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $607-100.0% | $7,927-100.0% | $513-100.0% |