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 | $362,998 | $106,028+242.4% | $146,958+147.0% | $77,643+367.5% |
| Participation rate | 99.8% | 78.4%+21.5pp | 82.2%+17.7pp | 70.6%+29.3pp |
| Annual return | 6.10% | 56.73%-50.6pp | 418.34%-412.2pp | 31.24%-25.1pp |
| Employer contribution / active EE | $12,033 | $4,063+196.2% | $4,933+143.9% | $2,726+341.4% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $8,070-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $337-99.9% | $12,998-100.0% | $430-99.9% |