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 | $123,357 | $82,978+48.7% | $130,231-5.3% | $74,419+65.8% |
| Participation rate | 98.1% | 73.7%+24.5pp | 76.3%+21.9pp | 70.7%+27.4pp |
| Annual return | 2.93% | 123.05%-120.1pp | 38.77%-35.8pp | 34.38%-31.4pp |
| Employer contribution / active EE | $5,221 | $3,391+54.0% | $4,126+26.6% | $2,637+98.0% |
| Participant deferral / active EE | $0 | $5,370-100.0% | $6,799-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $354-100.0% | $6,020-100.0% | $348-100.0% |