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 | $356,706 | $52,660+577.4% | $86,612+311.8% | $80,160+345.0% |
| Participation rate | 99.5% | 62.4%+37.1pp | 71.7%+27.8pp | 72.9%+26.6pp |
| Annual return | 26.34% | 24.87%+1.5pp | 591.07%-564.7pp | 40.38%-14.0pp |
| Employer contribution / active EE | $16,654 | $2,140+678.2% | $3,022+451.0% | $2,978+459.3% |
| Participant deferral / active EE | $0 | $3,215-100.0% | $4,438-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $113-100.0% | $5,614-100.0% | $145-100.0% |