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 | $586,490 | $84,000+598.2% | $119,609+390.3% | $77,904+652.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 79.3%+20.7pp | 73.7%+26.3pp |
| Annual return | 26.88% | -11.59%+38.5pp | -14.97%+41.9pp | 12.21%+14.7pp |
| Employer contribution / active EE | $9,601 | $2,907+230.3% | $4,232+126.9% | $2,848+237.2% |
| Participant deferral / active EE | $0 | $4,705-100.0% | $5,602-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $10,323-100.0% | $133-100.0% |