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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,922 | $82,917-45.8% | $103,333-56.5% | $77,643-42.1% |
| Participation rate | 96.5% | 71.6%+25.0pp | 74.5%+22.0pp | 70.6%+26.0pp |
| Annual return | -6.46% | 19.13%-25.6pp | 24.88%-31.3pp | 31.24%-37.7pp |
| Employer contribution / active EE | $8,405 | $3,552+136.7% | $3,868+117.3% | $2,726+208.3% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $638-100.0% | $8,355-100.0% | $430-100.0% |