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 | $375,594 | $95,274+294.2% | $135,903+176.4% | $74,419+404.7% |
| Participation rate | 95.8% | 78.2%+17.6pp | 81.9%+13.9pp | 70.7%+25.1pp |
| Annual return | 17.23% | 32.77%-15.5pp | 68.23%-51.0pp | 34.38%-17.1pp |
| Employer contribution / active EE | $4,855 | $3,874+25.3% | $4,8560% | $2,637+84.1% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $266-99.8% | $10,762-100.0% | $348-99.9% |