Filed February 10, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,216,264 | $209,832+479.6% | $189,513+541.8% | $167,490+626.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 22.51% | 748.27%-725.8pp | 555.15%-532.6pp | 478.56%-456.0pp |
| Employer contribution / active EE | $29,667 | $6,914+329.1% | $6,162+381.5% | $4,837+513.3% |
| Participant deferral / active EE | $18,500 | $8,935+107.1% | $8,221+125.0% | $6,341+191.7% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |