Filed September 25, 2014 (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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $338,159 | $119,446+183.1% | $150,045+125.4% | $85,563+295.2% |
| Participation rate | 99.5% | 75.4%+24.1pp | 82.3%+17.2pp | 66.0%+33.5pp |
| Annual return | 2.57% | 23.72%-21.2pp | 62.55%-60.0pp | 31.51%-28.9pp |
| Employer contribution / active EE | $3,542 | $4,078-13.1% | $4,693-24.5% | $2,654+33.5% |
| Participant deferral / active EE | $0 | $7,985-100.0% | $7,997-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $548-100.0% | $13,435-100.0% | $834-100.0% |