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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,133 | $106,236-65.0% | $112,228-66.9% | $64,808-42.7% |
| Participation rate | 98.3% | 71.7%+26.6pp | 75.1%+23.2pp | 71.5%+26.8pp |
| Annual return | 11.83% | -6.02%+17.8pp | 27.45%-15.6pp | 32.82%-21.0pp |
| Employer contribution / active EE | $7,494 | $3,166+136.7% | $3,635+106.2% | $2,506+199.1% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,410-100.0% | $188-100.0% |