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 | $562,502 | $91,746+513.1% | $146,665+283.5% | $93,030+504.6% |
| Participation rate | 99.7% | 80.9%+18.8pp | 80.1%+19.7pp | 73.9%+25.8pp |
| Annual return | 28.48% | 18.28%+10.2pp | 22.74%+5.7pp | 158.70%-130.2pp |
| Employer contribution / active EE | $8,376 | $2,815+197.6% | $4,136+102.5% | $2,706+209.6% |
| Participant deferral / active EE | $0 | $4,589-100.0% | $5,506-100.0% | $4,562-100.0% |
| Admin fee / account holder | $0 | $101-100.0% | $10,280-100.0% | $152-100.0% |