Filed June 27, 2014
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 | $40,773 | $100,801-59.6% | $149,696-72.8% | $73,409-44.5% |
| Participation rate | 99.2% | 77.7%+21.5pp | 82.5%+16.7pp | 72.2%+27.0pp |
| Annual return | -10.28% | 265.34%-275.6pp | 276.60%-286.9pp | 59.29%-69.6pp |
| Employer contribution / active EE | $1,767 | $3,312-46.6% | $4,644-61.9% | $2,234-20.9% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,842-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $181-100.0% | $9,309-100.0% | $158-100.0% |