Filed March 24, 2015 (most recent of 5 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 | $718,841 | $2,679,533-73.2% | $164,813+336.2% | $199,593+260.2% |
| Participation rate | 99.4% | 78.3%+21.1pp | 78.6%+20.8pp | 72.0%+27.5pp |
| Annual return | 26.27% | 17.93%+8.3pp | 69.93%-43.7pp | 34.25%-8.0pp |
| Employer contribution / active EE | $1,780 | $2,970-40.1% | $4,341-59.0% | $3,034-41.3% |
| Participant deferral / active EE | $0 | $5,010-100.0% | $6,031-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $1,982-100.0% | $12,690-100.0% | $269-100.0% |