Filed December 25, 2013 (most recent of 2 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 | $326,972 | $69,362+371.4% | $101,248+222.9% | $73,488+344.9% |
| Participation rate | 91.3% | 68.4%+23.0pp | 75.8%+15.5pp | 70.7%+20.7pp |
| Annual return | 11.53% | 18.46%-6.9pp | 46.47%-34.9pp | 28.51%-17.0pp |
| Employer contribution / active EE | $11,002 | $2,628+318.6% | $3,660+200.6% | $2,270+384.7% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,945-100.0% | $513-100.0% |