Filed September 25, 2014 (most recent of 2 filings on file)
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 | $73,599 | $30,599+140.5% | $74,583-1.3% | $57,658+27.6% |
| Participation rate | 98.8% | 49.1%+49.7pp | 68.1%+30.7pp | 70.2%+28.6pp |
| Annual return | 42.48% | 14.24%+28.2pp | 20.47%+22.0pp | 5.13%+37.4pp |
| Employer contribution / active EE | $439 | $1,000-56.1% | $2,525-82.6% | $1,974-77.7% |
| Participant deferral / active EE | $0 | $1,805-100.0% | $3,458-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $98-100.0% | $4,138-100.0% | $95-100.0% |