Filed June 17, 2019
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 9-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 | $775,223 | $82,917+834.9% | $103,333+650.2% | $77,643+898.4% |
| Participation rate | 99.6% | 71.6%+28.0pp | 74.5%+25.1pp | 70.6%+29.0pp |
| Annual return | 31.90% | 19.13%+12.8pp | 24.88%+7.0pp | 31.24%+0.7pp |
| Employer contribution / active EE | $38,495 | $3,552+983.9% | $3,868+895.3% | $2,726+1312.2% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $638-100.0% | $8,355-100.0% | $430-100.0% |