Filed June 8, 2017
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,005 | $95,274+24.9% | $135,903-12.4% | $74,419+59.9% |
| Participation rate | 99.0% | 78.2%+20.8pp | 81.9%+17.1pp | 70.7%+28.3pp |
| Annual return | 12.01% | 32.77%-20.8pp | 68.23%-56.2pp | 34.38%-22.4pp |
| Employer contribution / active EE | $12,846 | $3,874+231.6% | $4,856+164.5% | $2,637+387.1% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $10,762-100.0% | $348-100.0% |