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 | $340,554 | $105,247+223.6% | $87,100+291.0% | $77,787+337.8% |
| Participation rate | 99.8% | 85.8%+14.0pp | 76.9%+23.0pp | 73.2%+26.6pp |
| Annual return | 17.40% | 24.52%-7.1pp | 28.19%-10.8pp | 32.57%-15.2pp |
| Employer contribution / active EE | $13,422 | $2,895+363.7% | $2,521+432.3% | $2,504+435.9% |
| Participant deferral / active EE | $0 | $5,060-100.0% | $4,049-100.0% | $3,967-100.0% |
| Admin fee / account holder | $1 | $104-99.2% | $7,497-100.0% | $100-99.2% |