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.
Annual investment return 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 | $209,241 | $39,948+423.8% | $89,391+134.1% | $73,409+185.0% |
| Participation rate | 92.7% | 50.4%+42.3pp | 68.0%+24.7pp | 72.2%+20.5pp |
| Annual return | 2.15% | 50.12%-48.0pp | 245.62%-243.5pp | 59.29%-57.1pp |
| Employer contribution / active EE | $769 | $1,200-35.9% | $2,586-70.3% | $2,234-65.6% |
| Participant deferral / active EE | $0 | $2,193-100.0% | $3,890-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $134-100.0% | $4,881-100.0% | $158-100.0% |