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 | $75,978 | $79,633-4.6% | $93,789-19.0% | $68,494+10.9% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.0%+19.0pp | 67.9%+32.1pp |
| Annual return | -5.13% | -0.10%-5.0pp | -11.33%+6.2pp | -7.84%+2.7pp |
| Employer contribution / active EE | $2,850 | $3,665-22.2% | $4,323-34.1% | $2,596+9.8% |
| Participant deferral / active EE | $0 | $5,158-100.0% | $6,094-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $6,871-100.0% | $7,195-100.0% | $5,403-100.0% |