Filed July 21, 2015 (most recent of 12 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,432 | $79,124+105.3% | $60,874+166.8% | $64,808+150.6% |
| Participation rate | 93.0% | 77.7%+15.3pp | 73.1%+19.9pp | 71.5%+21.6pp |
| Annual return | -10.31% | -7.13%-3.2pp | 16.90%-27.2pp | 32.82%-43.1pp |
| Employer contribution / active EE | $5,426 | $3,050+77.9% | $2,701+100.9% | $2,506+116.6% |
| Participant deferral / active EE | $5,832 | $3,725+56.6% | $3,817+52.8% | $4,310+35.3% |
| Admin fee / account holder | $93 | $106-11.6% | $3,224-97.1% | $188-50.3% |