Filed December 15, 2014 (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 appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $333,627-100.0% | $205,371-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 53.4%-53.4pp | 56.2%-56.2pp | 35.7%-35.7pp |
| Annual return | 17.84% | 4.86%+13.0pp | 5.90%+11.9pp | 15.19%+2.7pp |
| Employer contribution / active EE | $0 | $32,229-100.0% | $24,714-100.0% | $34,877-100.0% |
| Participant deferral / active EE | $0 | $249-100.0% | $644-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $19,108-100.0% | $13,227-100.0% | $50,584-100.0% |