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 | $470,618 | $64,311+631.8% | $110,238+326.9% | $75,289+525.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 79.8%+20.2pp | 72.4%+27.6pp |
| Annual return | 28.18% | -1.74%+29.9pp | 314.74%-286.6pp | -0.04%+28.2pp |
| Employer contribution / active EE | $6,352 | $2,404+164.3% | $3,826+66.0% | $2,405+164.1% |
| Participant deferral / active EE | $0 | $3,892-100.0% | $4,672-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $8,547-100.0% | $102-100.0% |