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 | $211,726 | $40,522+422.5% | $84,611+150.2% | $67,579+213.3% |
| Participation rate | 100.0% | 51.1%+48.9pp | 68.2%+31.8pp | 71.3%+28.7pp |
| Annual return | 33.61% | 32.72%+0.9pp | 258.74%-225.1pp | 378.56%-344.9pp |
| Employer contribution / active EE | $2,250 | $1,146+96.3% | $2,652-15.2% | $2,148+4.8% |
| Participant deferral / active EE | $0 | $2,132-100.0% | $3,899-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $4,912-100.0% | $142-100.0% |