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 | $40,609 | $104,317-61.1% | $159,436-74.5% | $86,799-53.2% |
| Participation rate | 99.4% | 77.7%+21.7pp | 82.8%+16.5pp | 72.3%+27.1pp |
| Annual return | 3.24% | 26.32%-23.1pp | 263.57%-260.3pp | 97.91%-94.7pp |
| Employer contribution / active EE | $2,156 | $3,451-37.5% | $4,829-55.4% | $2,405-10.4% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,799-100.0% | $170-100.0% |