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 | $298,248 | $78,852+278.2% | $76,768+288.5% | $75,289+296.1% |
| Participation rate | 99.7% | 85.0%+14.7pp | 77.0%+22.8pp | 72.4%+27.3pp |
| Annual return | 6.11% | -1.29%+7.4pp | 2.43%+3.7pp | -0.04%+6.1pp |
| Employer contribution / active EE | $12,799 | $2,794+358.0% | $2,485+415.0% | $2,405+432.2% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $3,852-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $79-100.0% | $6,675-100.0% | $102-100.0% |