Filed February 4, 2015
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,797 | $2,679,533-91.0% | $164,813+46.7% | $199,593+21.1% |
| Participation rate | 97.4% | 78.3%+19.1pp | 78.6%+18.8pp | 72.0%+25.4pp |
| Annual return | 21.42% | 17.93%+3.5pp | 69.93%-48.5pp | 34.25%-12.8pp |
| Employer contribution / active EE | $8,592 | $2,970+189.3% | $4,341+97.9% | $3,034+183.2% |
| Participant deferral / active EE | $12,732 | $5,010+154.2% | $6,031+111.1% | $5,087+150.3% |
| Admin fee / account holder | $0 | $1,982-100.0% | $12,690-100.0% | $269-100.0% |