Filed July 23, 2014 (most recent of 3 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,970 | $54,350+177.8% | $82,719+82.5% | $68,494+120.4% |
| Participation rate | 90.9% | 63.9%+27.0pp | 72.6%+18.4pp | 67.9%+23.0pp |
| Annual return | -15.90% | -13.67%-2.2pp | 701.18%-717.1pp | -7.84%-8.1pp |
| Employer contribution / active EE | $17,753 | $2,218+700.4% | $3,009+490.0% | $2,596+583.8% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $4,395-100.0% | $5,329-100.0% | $5,403-100.0% |