Filed May 14, 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 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.
Participant contribution per participant 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 | $150,468 | $55,449+171.4% | $83,848+79.5% | $56,287+167.3% |
| Participation rate | 97.3% | 68.0%+29.3pp | 76.1%+21.2pp | 69.9%+27.5pp |
| Annual return | 21.98% | -1.38%+23.4pp | 850.88%-828.9pp | -9.96%+31.9pp |
| Employer contribution / active EE | $3,146 | $2,430+29.4% | $3,631-13.3% | $2,111+49.0% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $5,478-100.0% | $521-100.0% |