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.
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 | $462,970 | $176,491+162.3% | $95,952+382.5% | $90,288+412.8% |
| Participation rate | 99.7% | 86.6%+13.1pp | 77.1%+22.6pp | 73.4%+26.4pp |
| Annual return | 36.87% | 20.14%+16.7pp | 91.61%-54.7pp | 53.97%-17.1pp |
| Employer contribution / active EE | $11,771 | $2,789+322.1% | $2,541+363.3% | $2,524+366.3% |
| Participant deferral / active EE | $0 | $5,340-100.0% | $4,167-100.0% | $4,232-100.0% |
| Admin fee / account holder | $0 | $154-100.0% | $6,795-100.0% | $114-100.0% |