Filed August 20, 2014
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 5-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,812 | $72,492-96.1% | $87,100-96.8% | $72,985-96.1% |
| Participation rate | 98.7% | 72.8%+25.9pp | 76.9%+21.8pp | 69.5%+29.2pp |
| Annual return | 47.28% | 24.46%+22.8pp | 28.19%+19.1pp | 81.00%-33.7pp |
| Employer contribution / active EE | $3,251 | $1,894+71.7% | $2,521+29.0% | $2,440+33.3% |
| Participant deferral / active EE | $2,005 | $3,270-38.7% | $4,049-50.5% | $3,607-44.4% |
| Admin fee / account holder | $19 | $5,055-99.6% | $7,497-99.7% | $5,124-99.6% |