Filed November 4, 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 9-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 | $28,608 | $42,772-33.1% | $87,507-67.3% | $55,167-48.1% |
| Participation rate | 99.2% | 66.5%+32.7pp | 73.8%+25.4pp | 69.0%+30.2pp |
| Annual return | 73.54% | 21.20%+52.3pp | 12.21%+61.3pp | 169.23%-95.7pp |
| Employer contribution / active EE | $10,614 | $1,277+731.3% | $2,550+316.3% | $1,963+440.8% |
| Participant deferral / active EE | $0 | $2,342-100.0% | $3,149-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $461-100.0% | $4,221-100.0% | $504-100.0% |