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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $320,946 | $119,153+169.4% | $151,611+111.7% | $78,044+311.2% |
| Participation rate | 100.0% | 92.5%+7.5pp | 87.5%+12.5pp | 74.4%+25.6pp |
| Annual return | -17.77% | -10.83%-6.9pp | 3.33%-21.1pp | 10.87%-28.6pp |
| Employer contribution / active EE | $18,095 | $5,298+241.5% | $6,166+193.5% | $3,125+479.1% |
| Participant deferral / active EE | $11,613 | $8,624+34.7% | $8,363+38.9% | $5,084+128.4% |
| Admin fee / account holder | -$2 | $69-103.5% | $11,616-100.0% | $79-103.1% |