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 | $824,605 | $99,078+732.3% | $96,544+754.1% | $74,419+1008.1% |
| Participation rate | 98.8% | 80.7%+18.1pp | 76.0%+22.8pp | 70.7%+28.1pp |
| Annual return | 3.73% | 22.48%-18.8pp | 25.84%-22.1pp | 34.38%-30.7pp |
| Employer contribution / active EE | $2,831 | $2,570+10.2% | $2,965-4.5% | $2,637+7.4% |
| Participant deferral / active EE | $0 | $4,933-100.0% | $4,851-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $225-100.0% | $8,252-100.0% | $348-100.0% |