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 | $66,335 | $80,753-17.9% | $136,294-51.3% | $62,292+6.5% |
| Participation rate | 97.1% | 73.5%+23.6pp | 81.9%+15.2pp | 69.5%+27.6pp |
| Annual return | 60.83% | 35.83%+25.0pp | 5155.94%-5095.1pp | 28.90%+31.9pp |
| Employer contribution / active EE | $4,290 | $2,884+48.8% | $4,695-8.6% | $2,042+110.1% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $525-100.0% | $9,243-100.0% | $479-100.0% |