Filed June 25, 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 | $18,290 | $62,928-70.9% | $172,739-89.4% | $67,579-72.9% |
| Participation rate | 99.8% | 64.5%+35.4pp | 82.6%+17.2pp | 71.3%+28.6pp |
| Annual return | -2.09% | 30.36%-32.4pp | 802.84%-804.9pp | 378.56%-380.6pp |
| Employer contribution / active EE | $4,020 | $1,636+145.7% | $5,143-21.8% | $2,148+87.2% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $222 | $167+33.2% | $13,954-98.4% | $142+56.0% |