Filed January 23, 2015 (most recent of 2 filings on file)
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.
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 | $832,099 | $54,193+1435.4% | $93,606+788.9% | $77,643+971.7% |
| Participation rate | 98.7% | 63.9%+34.8pp | 68.7%+30.0pp | 70.6%+28.1pp |
| Annual return | 65.24% | 30.54%+34.7pp | 133.20%-68.0pp | 31.24%+34.0pp |
| Employer contribution / active EE | $18,318 | $1,168+1468.3% | $2,420+657.0% | $2,726+572.0% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,411-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $576-100.0% | $8,285-100.0% | $430-100.0% |