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 | $177,542 | $57,281+209.9% | $86,612+105.0% | $75,163+136.2% |
| Participation rate | 79.6% | 63.2%+16.4pp | 71.7%+7.9pp | 67.2%+12.4pp |
| Annual return | 17.08% | 2670.75%-2653.7pp | 591.07%-574.0pp | 160.62%-143.5pp |
| Employer contribution / active EE | $17,405 | $2,314+652.0% | $3,022+475.8% | $2,670+551.9% |
| Participant deferral / active EE | $0 | $3,318-100.0% | $4,438-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $4,112-100.0% | $5,614-100.0% | $5,651-100.0% |