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 | $178,735 | $83,884+113.1% | $64,056+179.0% | $74,419+140.2% |
| Participation rate | 99.5% | 76.6%+22.8pp | 72.3%+27.2pp | 70.7%+28.7pp |
| Annual return | 13.35% | 16.57%-3.2pp | 33.69%-20.3pp | 34.38%-21.0pp |
| Employer contribution / active EE | $5,918 | $3,084+91.9% | $2,747+115.5% | $2,637+124.4% |
| Participant deferral / active EE | $5,833 | $3,692+58.0% | $3,880+50.3% | $4,528+28.8% |
| Admin fee / account holder | $98 | $196-50.1% | $3,068-96.8% | $348-71.9% |