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.
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 | $283,391 | $110,760+155.9% | $162,163+74.8% | $82,204+244.7% |
| Participation rate | 100.0% | 92.7%+7.3pp | 87.6%+12.4pp | 73.4%+26.6pp |
| Annual return | 25.61% | 22.97%+2.6pp | 115.59%-90.0pp | 26.31%-0.7pp |
| Employer contribution / active EE | $14,675 | $4,437+230.7% | $5,614+161.4% | $2,707+442.1% |
| Participant deferral / active EE | $9,073 | $6,652+36.4% | $7,298+24.3% | $4,246+113.7% |
| Admin fee / account holder | $1 | $65-99.2% | $10,843-100.0% | $76-99.3% |