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 | $358,010 | $129,756+175.9% | $169,993+110.6% | $103,482+246.0% |
| Participation rate | 100.0% | 91.3%+8.7pp | 87.0%+13.0pp | 73.3%+26.7pp |
| Annual return | 19.61% | 20.17%-0.6pp | 53.37%-33.8pp | 33.11%-13.5pp |
| Employer contribution / active EE | $22,731 | $5,236+334.1% | $6,785+235.0% | $3,208+608.6% |
| Participant deferral / active EE | $14,101 | $8,283+70.2% | $10,408+35.5% | $5,207+170.8% |
| Admin fee / account holder | -$1 | $73-101.7% | $12,815-100.0% | $114-101.1% |