Filed December 30, 2014
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 8-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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,742 | $79,694-47.6% | $96,139-56.6% | $79,386-47.4% |
| Participation rate | 95.5% | 54.0%+41.5pp | 68.4%+27.0pp | 70.7%+24.8pp |
| Annual return | 35.35% | 40.84%-5.5pp | 191.94%-156.6pp | 116.85%-81.5pp |
| Employer contribution / active EE | $990 | $1,443-31.4% | $2,797-64.6% | $2,427-59.2% |
| Participant deferral / active EE | $4,470 | $2,539+76.1% | $4,349+2.8% | $4,046+10.5% |
| Admin fee / account holder | $0 | $630-100.0% | $5,537-100.0% | $626-100.0% |