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.
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 | $21,352 | $47,126-54.7% | $149,673-85.7% | $74,419-71.3% |
| Participation rate | 99.5% | 63.4%+36.1pp | 78.8%+20.7pp | 70.7%+28.8pp |
| Annual return | 7.44% | 22.75%-15.3pp | 134.42%-127.0pp | 34.38%-26.9pp |
| Employer contribution / active EE | $1,962 | $1,905+3.0% | $4,818-59.3% | $2,637-25.6% |
| Participant deferral / active EE | $0 | $2,728-100.0% | $5,680-100.0% | $4,528-100.0% |
| Admin fee / account holder | $214 | $343-37.5% | $13,210-98.4% | $348-38.4% |