Filed May 2, 2018
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,927 | $90,745+68.5% | $130,231+17.4% | $75,163+103.5% |
| Participation rate | 82.8% | 71.1%+11.7pp | 76.3%+6.5pp | 67.2%+15.6pp |
| Annual return | -32.64% | 34.45%-67.1pp | 38.77%-71.4pp | 160.62%-193.3pp |
| Employer contribution / active EE | $12,707 | $3,314+283.5% | $4,126+208.0% | $2,670+376.0% |
| Participant deferral / active EE | $17,563 | $5,362+227.5% | $6,799+158.3% | $4,125+325.8% |
| Admin fee / account holder | $107 | $6,331-98.3% | $6,020-98.2% | $5,651-98.1% |