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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,251 | $64,119+92.2% | $112,228+9.8% | $66,914+84.2% |
| Participation rate | 97.7% | 68.5%+29.2pp | 75.1%+22.6pp | 69.8%+27.9pp |
| Annual return | 0.72% | -13.81%+14.5pp | 27.45%-26.7pp | 1.58%-0.9pp |
| Employer contribution / active EE | $2,756 | $3,005-8.3% | $3,635-24.2% | $2,544+8.3% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $6,410-100.0% | $593-100.0% |