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 | $825,154 | $72,254+1042.0% | $86,677+852.0% | $64,808+1173.2% |
| Participation rate | 97.6% | 80.4%+17.2pp | 76.6%+21.0pp | 71.5%+26.1pp |
| Annual return | 31.08% | 392.42%-361.3pp | 35.91%-4.8pp | 32.82%-1.7pp |
| Employer contribution / active EE | $2,880 | $2,393+20.4% | $2,836+1.5% | $2,506+14.9% |
| Participant deferral / active EE | $0 | $4,658-100.0% | $4,656-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,493-100.0% | $188-100.0% |