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.
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 | $88,272 | $91,517-3.5% | $101,248-12.8% | $73,409+20.2% |
| Participation rate | 98.9% | 73.8%+25.1pp | 75.8%+23.1pp | 72.2%+26.7pp |
| Annual return | 4.41% | 17.17%-12.8pp | 46.47%-42.1pp | 59.29%-54.9pp |
| Employer contribution / active EE | $4,356 | $2,877+51.4% | $3,660+19.0% | $2,234+95.0% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $216-100.0% | $5,945-100.0% | $158-100.0% |