Filed January 15, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $931,019 | $69,763+1234.5% | $67,502+1279.2% | $74,495+1149.8% |
| Participation rate | 99.6% | 71.4%+28.2pp | 72.9%+26.7pp | 67.2%+32.4pp |
| Annual return | 24.78% | -40.34%+65.1pp | 3512.12%-3487.3pp | 1364.94%-1340.2pp |
| Employer contribution / active EE | $29,727 | $2,704+999.4% | $2,731+988.6% | $2,623+1033.3% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,000-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $896-100.0% | $3,998-100.0% | $1,942-100.0% |