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.
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 | $298,408 | $88,730+236.3% | $82,313+262.5% | $77,958+282.8% |
| Participation rate | 99.5% | 84.5%+15.0pp | 76.9%+22.6pp | 71.6%+27.8pp |
| Annual return | 28.75% | 20.88%+7.9pp | 25.88%+2.9pp | 20.87%+7.9pp |
| Employer contribution / active EE | $12,996 | $2,758+371.2% | $2,428+435.2% | $2,310+462.5% |
| Participant deferral / active EE | $0 | $4,634-100.0% | $3,706-100.0% | $3,537-100.0% |
| Admin fee / account holder | $1 | $74-99.0% | $5,608-100.0% | $97-99.2% |