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 | $24,993 | $50,982-51.0% | $154,803-83.9% | $85,563-70.8% |
| Participation rate | 98.8% | 59.8%+39.1pp | 78.1%+20.8pp | 66.0%+32.9pp |
| Annual return | 9.75% | 30.35%-20.6pp | 58.88%-49.1pp | 31.51%-21.8pp |
| Employer contribution / active EE | $2,163 | $1,708+26.6% | $4,305-49.8% | $2,654-18.5% |
| Participant deferral / active EE | $0 | $2,474-100.0% | $5,540-100.0% | $4,375-100.0% |
| Admin fee / account holder | $256 | $846-69.7% | $14,329-98.2% | $834-69.3% |