Filed March 23, 2014
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 | $37,923 | $70,002-45.8% | $115,037-67.0% | $52,331-27.5% |
| Participation rate | 97.7% | 72.1%+25.6pp | 81.4%+16.3pp | 68.1%+29.6pp |
| Annual return | 77.06% | 4.04%+73.0pp | 26.14%+50.9pp | 4.54%+72.5pp |
| Employer contribution / active EE | $6,746 | $2,715+148.5% | $4,608+46.4% | $1,882+258.5% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |