Filed December 30, 2014
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 8-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 | $27,222 | $41,078-33.7% | $80,569-66.2% | $71,457-61.9% |
| Participation rate | 90.9% | 50.2%+40.7pp | 67.0%+23.9pp | 67.9%+23.0pp |
| Annual return | 24.62% | 38.45%-13.8pp | 935.43%-910.8pp | 28.85%-4.2pp |
| Employer contribution / active EE | $1,067 | $1,506-29.2% | $2,723-60.8% | $2,588-58.8% |
| Participant deferral / active EE | $6,683 | $2,699+147.6% | $4,447+50.3% | $4,289+55.8% |
| Admin fee / account holder | $1 | $1,840-100.0% | $5,377-100.0% | $1,587-100.0% |