Filed November 8, 2014 (most recent of 4 filings on file)
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 | $65,374 | $50,498+29.5% | $75,781-13.7% | $55,191+18.4% |
| Participation rate | 96.2% | 69.4%+26.8pp | 75.8%+20.4pp | 69.2%+27.1pp |
| Annual return | 10.45% | 1.80%+8.7pp | 9.68%+0.8pp | 10.78%-0.3pp |
| Employer contribution / active EE | $903 | $2,291-60.6% | $3,323-72.8% | $1,899-52.5% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,651-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $5,299-100.0% | $91-100.0% |