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 | $477,116 | $82,783+476.3% | $133,956+256.2% | $90,288+428.4% |
| Participation rate | 100.0% | 81.3%+18.7pp | 79.8%+20.2pp | 73.4%+26.6pp |
| Annual return | 16.62% | 21.89%-5.3pp | 45.09%-28.5pp | 53.97%-37.3pp |
| Employer contribution / active EE | $5,921 | $2,388+147.9% | $3,919+51.1% | $2,524+134.6% |
| Participant deferral / active EE | $0 | $4,291-100.0% | $5,048-100.0% | $4,232-100.0% |
| Admin fee / account holder | $0 | $93-100.0% | $8,927-100.0% | $114-100.0% |