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 | $272,111 | $96,484+182.0% | $156,263+74.1% | $74,304+266.2% |
| Participation rate | 99.1% | 67.7%+31.4pp | 78.9%+20.2pp | 60.3%+38.7pp |
| Annual return | -3.85% | 17.73%-21.6pp | 59.47%-63.3pp | 29.43%-33.3pp |
| Employer contribution / active EE | $17,411 | $2,528+588.6% | $4,333+301.8% | $2,241+676.9% |
| Participant deferral / active EE | $0 | $4,286-100.0% | $6,158-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,728-100.0% | $14,255-100.0% | $2,969-100.0% |