Filed July 27, 2018 (most recent of 3 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,058 | $34,677+6.9% | $77,024-51.9% | $64,808-42.8% |
| Participation rate | 99.2% | 49.8%+49.3pp | 67.9%+31.2pp | 71.5%+27.7pp |
| Annual return | -0.99% | -5.33%+4.3pp | 42.32%-43.3pp | 32.82%-33.8pp |
| Employer contribution / active EE | $3,959 | $1,370+189.0% | $2,812+40.8% | $2,506+58.0% |
| Participant deferral / active EE | $0 | $2,556-100.0% | $4,426-100.0% | $4,310-100.0% |
| Admin fee / account holder | $9 | $179-95.2% | $5,425-99.8% | $188-95.4% |