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 | $63,133 | $70,908-11.0% | $98,907-36.2% | $73,488-14.1% |
| Participation rate | 92.8% | 73.8%+19.0pp | 76.0%+16.8pp | 70.7%+22.1pp |
| Annual return | 38.32% | 34.17%+4.1pp | 196.43%-158.1pp | 28.51%+9.8pp |
| Employer contribution / active EE | $3,192 | $2,036+56.7% | $2,689+18.7% | $2,270+40.6% |
| Participant deferral / active EE | $0 | $3,500-100.0% | $4,244-100.0% | $3,740-100.0% |
| Admin fee / account holder | $6 | $535-98.9% | $6,642-99.9% | $513-98.9% |