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 | $110,187 | $31,424+250.6% | $81,478+35.2% | $69,631+58.2% |
| Participation rate | 94.2% | 50.8%+43.3pp | 68.0%+26.2pp | 70.7%+23.5pp |
| Annual return | 53.46% | 22.44%+31.0pp | 38.78%+14.7pp | 27571.02%-27517.6pp |
| Employer contribution / active EE | $723 | $1,029-29.8% | $2,568-71.9% | $2,032-64.4% |
| Participant deferral / active EE | $0 | $1,838-100.0% | $3,537-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $103-100.0% | $4,561-100.0% | $110-100.0% |