Filed April 15, 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 7-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 | $256,915 | $72,254+255.6% | $86,677+196.4% | $64,808+296.4% |
| Participation rate | 89.5% | 80.4%+9.1pp | 76.6%+12.9pp | 71.5%+18.0pp |
| Annual return | 25.70% | 392.42%-366.7pp | 35.91%-10.2pp | 32.82%-7.1pp |
| Employer contribution / active EE | $7,355 | $2,393+207.4% | $2,836+159.3% | $2,506+193.5% |
| Participant deferral / active EE | $0 | $4,658-100.0% | $4,656-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,493-100.0% | $188-100.0% |