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 | $224,565 | $80,211+180.0% | $74,183+202.7% | $63,975+251.0% |
| Participation rate | 99.5% | 84.2%+15.3pp | 76.6%+22.9pp | 71.1%+28.4pp |
| Annual return | 6.88% | 14.13%-7.2pp | 17.74%-10.9pp | 48.65%-41.8pp |
| Employer contribution / active EE | $11,299 | $2,553+342.5% | $2,370+376.7% | $2,182+417.9% |
| Participant deferral / active EE | $0 | $4,370-100.0% | $3,550-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $67-100.0% | $5,586-100.0% | $70-100.0% |