Filed January 16, 2015 (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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $273,892 | $96,400+184.1% | $149,718+82.9% | $177,276+54.5% |
| Participation rate | 100.0% | 88.9%+11.1pp | 87.1%+12.9pp | 74.8%+25.2pp |
| Annual return | 22.56% | 19.02%+3.5pp | 1501.63%-1479.1pp | 21.25%+1.3pp |
| Employer contribution / active EE | $13,305 | $3,680+261.6% | $5,445+144.4% | $2,479+436.7% |
| Participant deferral / active EE | $7,745 | $5,510+40.6% | $6,569+17.9% | $3,881+99.6% |
| Admin fee / account holder | $1 | $69-98.3% | $11,283-100.0% | $154-99.2% |