Filed July 21, 2015 (most recent of 12 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 | $186,820 | $91,762+103.6% | $67,502+176.8% | $77,643+140.6% |
| Participation rate | 99.6% | 75.9%+23.7pp | 72.9%+26.7pp | 70.6%+29.0pp |
| Annual return | 10.87% | 14.87%-4.0pp | 3512.12%-3501.3pp | 31.24%-20.4pp |
| Employer contribution / active EE | $4,217 | $3,181+32.6% | $2,731+54.4% | $2,726+54.7% |
| Participant deferral / active EE | $5,621 | $3,903+44.0% | $4,000+40.5% | $4,647+20.9% |
| Admin fee / account holder | $100 | $176-43.2% | $3,998-97.5% | $430-76.8% |