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 | $419,850 | $77,660+440.6% | $109,143+284.7% | $79,386+428.9% |
| Participation rate | 78.8% | 67.8%+11.0pp | 75.9%+2.9pp | 70.7%+8.1pp |
| Annual return | 20.38% | 23.44%-3.1pp | 25.75%-5.4pp | 116.85%-96.5pp |
| Employer contribution / active EE | $6,487 | $2,797+131.9% | $3,722+74.3% | $2,427+167.2% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,752-100.0% | $626-100.0% |