Filed March 23, 2014 (most recent of 3 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 | $314,798 | $47,722+559.7% | $82,719+280.6% | $64,808+385.7% |
| Participation rate | 98.8% | 67.6%+31.2pp | 72.6%+26.3pp | 71.5%+27.4pp |
| Annual return | 9.66% | -13.05%+22.7pp | 701.18%-691.5pp | 32.82%-23.2pp |
| Employer contribution / active EE | $14,618 | $2,179+570.8% | $3,009+385.8% | $2,506+483.3% |
| Participant deferral / active EE | $0 | $3,329-100.0% | $4,395-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $143-100.0% | $5,329-100.0% | $188-100.0% |