Filed May 9, 2016
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 | $698,294 | $86,944+703.2% | $107,525+549.4% | $74,304+839.8% |
| Participation rate | 85.4% | 59.6%+25.8pp | 75.1%+10.3pp | 60.3%+25.0pp |
| Annual return | 15.07% | 23.52%-8.4pp | 181.32%-166.2pp | 29.43%-14.4pp |
| Employer contribution / active EE | $11,251 | $2,757+308.1% | $3,754+199.7% | $2,241+402.0% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,727-100.0% | $8,919-100.0% | $2,969-100.0% |