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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $544,041 | $73,404+641.2% | $87,100+524.6% | $67,579+705.0% |
| Participation rate | 99.7% | 80.9%+18.9pp | 76.9%+22.9pp | 71.3%+28.5pp |
| Annual return | 5.80% | 48.29%-42.5pp | 28.19%-22.4pp | 378.56%-372.8pp |
| Employer contribution / active EE | $3,410 | $2,014+69.3% | $2,521+35.3% | $2,148+58.8% |
| Participant deferral / active EE | $0 | $3,913-100.0% | $4,049-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $142-100.0% | $7,497-100.0% | $142-100.0% |