Filed May 23, 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 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,793 | $78,275-68.3% | $109,143-77.3% | $86,799-71.4% |
| Participation rate | 98.5% | 73.8%+24.7pp | 75.9%+22.6pp | 72.3%+26.2pp |
| Annual return | 0.42% | 19.14%-18.7pp | 25.75%-25.3pp | 97.91%-97.5pp |
| Employer contribution / active EE | $8,864 | $3,105+185.5% | $3,722+138.2% | $2,405+268.5% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $198-100.0% | $6,752-100.0% | $170-100.0% |