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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,231 | $89,698-25.0% | $103,476-35.0% | $80,856-16.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.6%+32.4pp |
| Annual return | 5.66% | 22.78%-17.1pp | 23.90%-18.2pp | 35.59%-29.9pp |
| Employer contribution / active EE | $3,185 | $4,018-20.7% | $4,672-31.8% | $2,755+15.6% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $6,623-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $6,768-100.0% | $9,413-100.0% | $6,918-100.0% |