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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,691 | $71,957+217.8% | $67,652+238.0% | $59,188+286.4% |
| Participation rate | 99.3% | 82.7%+16.7pp | 75.7%+23.7pp | 69.4%+29.9pp |
| Annual return | 1.21% | 8.53%-7.3pp | 6625.04%-6623.8pp | 5.51%-4.3pp |
| Employer contribution / active EE | $12,435 | $2,432+411.3% | $2,266+448.9% | $2,098+492.7% |
| Participant deferral / active EE | $0 | $4,211-100.0% | $3,560-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $64-100.0% | $4,821-100.0% | $92-100.0% |