Filed April 14, 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 | $69,477 | $98,463-29.4% | $119,258-41.7% | $85,850-19.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.3%+30.7pp |
| Annual return | 34.77% | 38.53%-3.8pp | 30.69%+4.1pp | 318.53%-283.8pp |
| Employer contribution / active EE | $2,006 | $3,698-45.8% | $4,384-54.3% | $2,565-21.8% |
| Participant deferral / active EE | $0 | $4,942-100.0% | $6,111-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $7,493-100.0% | $7,226-100.0% | $6,260-100.0% |