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 | $147,024 | $84,487+74.0% | $125,339+17.3% | $66,914+119.7% |
| Participation rate | 98.2% | 76.4%+21.8pp | 82.4%+15.8pp | 69.8%+28.4pp |
| Annual return | -3.21% | -8.39%+5.2pp | 572.05%-575.3pp | 1.58%-4.8pp |
| Employer contribution / active EE | $10,851 | $3,553+205.4% | $4,814+125.4% | $2,544+326.5% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,010-100.0% | $593-100.0% |