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 | $45,952 | $40,385+13.8% | $80,569-43.0% | $74,419-38.3% |
| Participation rate | 99.0% | 47.4%+51.6pp | 67.0%+32.0pp | 70.7%+28.3pp |
| Annual return | 18.35% | 164.85%-146.5pp | 935.43%-917.1pp | 34.38%-16.0pp |
| Employer contribution / active EE | $3,918 | $1,496+161.9% | $2,723+43.9% | $2,637+48.6% |
| Participant deferral / active EE | $0 | $2,674-100.0% | $4,447-100.0% | $4,528-100.0% |
| Admin fee / account holder | $24 | $720-96.7% | $5,377-99.6% | $348-93.2% |