Filed August 26, 2014 (most recent of 2 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 9-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 | $43,219 | $47,126-8.3% | $149,673-71.1% | $74,419-41.9% |
| Participation rate | 99.7% | 63.4%+36.3pp | 78.8%+20.9pp | 70.7%+29.0pp |
| Annual return | -5.96% | 22.75%-28.7pp | 134.42%-140.4pp | 34.38%-40.3pp |
| Employer contribution / active EE | $5,938 | $1,905+211.6% | $4,818+23.2% | $2,637+125.1% |
| Participant deferral / active EE | $0 | $2,728-100.0% | $5,680-100.0% | $4,528-100.0% |
| Admin fee / account holder | $54 | $343-84.1% | $13,210-99.6% | $348-84.4% |