Filed November 20, 2014 (most recent of 4 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.
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 | $587,959 | $65,118+802.9% | $76,768+665.9% | $55,725+955.1% |
| Participation rate | 99.7% | 79.6%+20.1pp | 77.0%+22.8pp | 70.9%+28.9pp |
| Annual return | 24.37% | -1.27%+25.6pp | 2.43%+21.9pp | 244.93%-220.6pp |
| Employer contribution / active EE | $3,842 | $1,941+97.9% | $2,485+54.6% | $2,078+84.9% |
| Participant deferral / active EE | $0 | $3,688-100.0% | $3,852-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $6,675-100.0% | $115-100.0% |