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 | $65,722 | $93,170-29.5% | $100,534-34.6% | $84,808-22.5% |
| Participation rate | 98.2% | 75.8%+22.4pp | 80.6%+17.6pp | 68.3%+29.9pp |
| Annual return | 0.74% | 47.13%-46.4pp | 32.66%-31.9pp | 40.90%-40.2pp |
| Employer contribution / active EE | $2,901 | $3,985-27.2% | $4,346-33.3% | $2,631+10.3% |
| Participant deferral / active EE | $0 | $5,699-100.0% | $6,144-100.0% | $4,212-100.0% |
| Admin fee / account holder | $0 | $7,382-100.0% | $7,654-100.0% | $7,344-100.0% |