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 | $41,359 | $58,083-28.8% | $80,019-48.3% | $56,287-26.5% |
| Participation rate | 94.9% | 73.6%+21.3pp | 75.8%+19.1pp | 69.9%+25.1pp |
| Annual return | 21.90% | 34.61%-12.7pp | 11.22%+10.7pp | -9.96%+31.9pp |
| Employer contribution / active EE | $1,758 | $1,932-9.0% | $2,468-28.7% | $2,111-16.7% |
| Participant deferral / active EE | $0 | $3,135-100.0% | $3,686-100.0% | $3,350-100.0% |
| Admin fee / account holder | $4 | $623-99.4% | $6,521-99.9% | $521-99.3% |