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.
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 | $370,490 | $82,202+350.7% | $125,339+195.6% | $64,808+471.7% |
| Participation rate | 95.2% | 77.9%+17.3pp | 82.4%+12.8pp | 71.5%+23.7pp |
| Annual return | 33.58% | 3.48%+30.1pp | 572.05%-538.5pp | 32.82%+0.8pp |
| Employer contribution / active EE | $4,609 | $3,615+27.5% | $4,814-4.2% | $2,506+83.9% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $163-99.7% | $10,010-100.0% | $188-99.7% |