Filed May 9, 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 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 | $30,638 | $47,126-35.0% | $149,673-79.5% | $74,419-58.8% |
| Participation rate | 80.0% | 63.4%+16.6pp | 78.8%+1.3pp | 70.7%+9.3pp |
| Annual return | 19.01% | 22.75%-3.7pp | 134.42%-115.4pp | 34.38%-15.4pp |
| Employer contribution / active EE | $2,359 | $1,905+23.8% | $4,818-51.0% | $2,637-10.6% |
| Participant deferral / active EE | $3,745 | $2,728+37.3% | $5,680-34.1% | $4,528-17.3% |
| Admin fee / account holder | $57 | $343-83.4% | $13,210-99.6% | $348-83.7% |