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 | $138,959 | $56,443+146.2% | $83,848+65.7% | $55,725+149.4% |
| Participation rate | 98.0% | 72.0%+26.0pp | 76.1%+21.9pp | 70.9%+27.2pp |
| Annual return | 52.34% | 393.67%-341.3pp | 850.88%-798.5pp | 244.93%-192.6pp |
| Employer contribution / active EE | $726 | $2,682-72.9% | $3,631-80.0% | $2,078-65.1% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $156-100.0% | $5,478-100.0% | $115-100.0% |