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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,078 | $46,292-54.5% | $143,757-85.3% | $64,808-67.5% |
| Participation rate | 99.0% | 64.2%+34.8pp | 80.3%+18.7pp | 71.5%+27.5pp |
| Annual return | -14.13% | -10.05%-4.1pp | -0.04%-14.1pp | 32.82%-47.0pp |
| Employer contribution / active EE | $1,886 | $1,910-1.3% | $4,951-61.9% | $2,506-24.7% |
| Participant deferral / active EE | $0 | $2,646-100.0% | $5,637-100.0% | $4,310-100.0% |
| Admin fee / account holder | $288 | $154+87.4% | $14,673-98.0% | $188+53.5% |