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 | $680,379 | $104,697+549.9% | $96,544+604.7% | $80,160+748.8% |
| Participation rate | 99.7% | 86.4%+13.3pp | 76.0%+23.7pp | 72.9%+26.8pp |
| Annual return | 66.62% | 21.78%+44.8pp | 25.84%+40.8pp | 40.38%+26.2pp |
| Employer contribution / active EE | $8,645 | $3,536+144.5% | $2,965+191.6% | $2,978+190.3% |
| Participant deferral / active EE | $0 | $6,188-100.0% | $4,851-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $107-100.0% | $8,252-100.0% | $145-100.0% |