Filed September 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.
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 | $678,883 | $110,299+515.5% | $102,423+562.8% | $199,593+240.1% |
| Participation rate | 99.7% | 86.3%+13.4pp | 76.5%+23.2pp | 72.0%+27.7pp |
| Annual return | 6.02% | 35.73%-29.7pp | 29.32%-23.3pp | 34.25%-28.2pp |
| Employer contribution / active EE | $9,336 | $3,603+159.1% | $3,023+208.8% | $3,034+207.7% |
| Participant deferral / active EE | $0 | $6,376-100.0% | $5,053-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $122-100.0% | $9,451-100.0% | $269-100.0% |