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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,875 | $56,485-56.0% | $185,823-86.6% | $86,799-71.3% |
| Participation rate | 99.5% | 65.5%+34.1pp | 81.7%+17.8pp | 72.3%+27.3pp |
| Annual return | 16.71% | 118.04%-101.3pp | 122.05%-105.3pp | 97.91%-81.2pp |
| Employer contribution / active EE | $4,345 | $1,843+135.8% | $5,167-15.9% | $2,405+80.6% |
| Participant deferral / active EE | $0 | $2,553-100.0% | $5,568-100.0% | $4,131-100.0% |
| Admin fee / account holder | $259 | $150+72.9% | $16,237-98.4% | $170+52.5% |