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 | $122,448 | $69,848+75.3% | $115,756+5.8% | $66,914+83.0% |
| Participation rate | 98.8% | 70.6%+28.2pp | 77.1%+21.7pp | 69.8%+29.0pp |
| Annual return | 21.74% | 969.66%-947.9pp | 143.14%-121.4pp | 1.58%+20.2pp |
| Employer contribution / active EE | $2,563 | $2,613-1.9% | $3,793-32.4% | $2,544+0.7% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $6,254-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $8,124-100.0% | $593-100.0% |