Filed October 2, 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 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.
Participant contribution per participant 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 | $38,759 | $63,299-38.8% | $91,001-57.4% | $62,292-37.8% |
| Participation rate | 89.8% | 73.3%+16.5pp | 75.6%+14.2pp | 69.5%+20.3pp |
| Annual return | 345.01% | 20.99%+324.0pp | 4.60%+340.4pp | 28.90%+316.1pp |
| Employer contribution / active EE | $406 | $1,807-77.5% | $2,456-83.5% | $2,042-80.1% |
| Participant deferral / active EE | $0 | $2,943-100.0% | $3,547-100.0% | $3,169-100.0% |
| Admin fee / account holder | $4 | $468-99.2% | $5,417-99.9% | $479-99.2% |