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 | $41,287 | $50,815-18.7% | $155,509-73.5% | $77,643-46.8% |
| Participation rate | 82.2% | 63.1%+19.1pp | 78.2%+4.0pp | 70.6%+11.6pp |
| Annual return | 15.48% | 34.80%-19.3pp | 64.67%-49.2pp | 31.24%-15.8pp |
| Employer contribution / active EE | $2,405 | $1,993+20.7% | $4,672-48.5% | $2,726-11.8% |
| Participant deferral / active EE | $3,779 | $2,822+33.9% | $5,626-32.8% | $4,647-18.7% |
| Admin fee / account holder | $65 | $437-85.1% | $15,912-99.6% | $430-84.9% |