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 | $443,996 | $144,996+206.2% | $111,297+298.9% | $93,030+377.3% |
| Participation rate | 99.7% | 86.2%+13.6pp | 77.3%+22.4pp | 73.9%+25.8pp |
| Annual return | -1.06% | 18.26%-19.3pp | 54.65%-55.7pp | 158.70%-159.8pp |
| Employer contribution / active EE | $12,201 | $3,056+299.3% | $2,731+346.8% | $2,706+350.9% |
| Participant deferral / active EE | $0 | $5,587-100.0% | $4,487-100.0% | $4,562-100.0% |
| Admin fee / account holder | $0 | $103-100.0% | $7,964-100.0% | $152-100.0% |