Filed June 1, 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 | $25,497 | $46,732-45.4% | $156,549-83.7% | $55,167-53.8% |
| Participation rate | 97.7% | 65.8%+31.9pp | 84.0%+13.6pp | 69.0%+28.7pp |
| Annual return | 5.53% | 17.72%-12.2pp | 32.23%-26.7pp | 169.23%-163.7pp |
| Employer contribution / active EE | $1,280 | $2,105-39.2% | $5,501-76.7% | $1,963-34.8% |
| Participant deferral / active EE | $1,916 | $2,204-13.1% | $4,871-60.7% | $3,054-37.3% |
| Admin fee / account holder | $4 | $418-99.1% | $13,027-100.0% | $504-99.2% |