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 | $19,804 | $52,293-62.1% | $178,490-88.9% | $73,409-73.0% |
| Participation rate | 99.2% | 65.3%+33.9pp | 81.9%+17.3pp | 72.2%+27.0pp |
| Annual return | 5.38% | 34.75%-29.4pp | 151.07%-145.7pp | 59.29%-53.9pp |
| Employer contribution / active EE | $1,703 | $1,735-1.9% | $5,011-66.0% | $2,234-23.8% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,805-100.0% |
| Admin fee / account holder | $222 | $127+74.4% | $13,984-98.4% | $158+40.6% |