Filed June 2, 2015
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.
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 | $267,898 | $88,083+204.1% | $164,813+62.5% | $74,495+259.6% |
| Participation rate | 99.1% | 73.0%+26.1pp | 78.6%+20.5pp | 67.2%+31.9pp |
| Annual return | -20.49% | 17.26%-37.8pp | 69.93%-90.4pp | 1364.94%-1385.4pp |
| Employer contribution / active EE | $12,137 | $2,593+368.1% | $4,341+179.6% | $2,623+362.7% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $6,031-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,234-100.0% | $12,690-100.0% | $1,942-100.0% |