Filed June 29, 2016
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 | $260,434 | $83,884+210.5% | $64,056+306.6% | $74,419+250.0% |
| Participation rate | 98.8% | 76.6%+22.2pp | 72.3%+26.5pp | 70.7%+28.1pp |
| Annual return | 13.08% | 16.57%-3.5pp | 33.69%-20.6pp | 34.38%-21.3pp |
| Employer contribution / active EE | $6,073 | $3,084+96.9% | $2,747+121.1% | $2,637+130.3% |
| Participant deferral / active EE | $7,706 | $3,692+108.7% | $3,880+98.6% | $4,528+70.2% |
| Admin fee / account holder | $35 | $196-82.0% | $3,068-98.8% | $348-89.9% |