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 | $350,928 | $122,602+186.2% | $177,821+97.3% | $93,223+276.4% |
| Participation rate | 100.0% | 91.3%+8.7pp | 87.7%+12.3pp | 74.9%+25.1pp |
| Annual return | 22.63% | 22.53%+0.1pp | 48.32%-25.7pp | 19.29%+3.3pp |
| Employer contribution / active EE | $15,782 | $4,338+263.8% | $5,918+166.7% | $2,680+489.0% |
| Participant deferral / active EE | $9,798 | $7,134+37.3% | $7,714+27.0% | $4,563+114.7% |
| Admin fee / account holder | $0 | $62-100.0% | $12,427-100.0% | $79-100.0% |