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.
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 | $48,545 | $45,031+7.8% | $84,966-42.9% | $77,643-37.5% |
| Participation rate | 99.2% | 48.7%+50.6pp | 67.5%+31.7pp | 70.6%+28.7pp |
| Annual return | 10.47% | 79.22%-68.7pp | 66.38%-55.9pp | 31.24%-20.8pp |
| Employer contribution / active EE | $4,062 | $1,609+152.4% | $2,727+49.0% | $2,726+49.0% |
| Participant deferral / active EE | $0 | $2,807-100.0% | $4,519-100.0% | $4,647-100.0% |
| Admin fee / account holder | $16 | $912-98.2% | $6,149-99.7% | $430-96.2% |