Filed October 9, 2018 (most recent of 9 filings on file)
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $287,007 | $152,104+88.7% | $184,200+55.8% | $106,408+169.7% |
| Participation rate | 96.3% | 85.9%+10.4pp | 86.8%+9.5pp | 69.9%+26.4pp |
| Annual return | 11.30% | 20.70%-9.4pp | 28.80%-17.5pp | 17.37%-6.1pp |
| Employer contribution / active EE | $5,241 | $5,326-1.6% | $6,424-18.4% | $3,361+55.9% |
| Participant deferral / active EE | $18,419 | $8,559+115.2% | $9,132+101.7% | $5,567+230.9% |
| Admin fee / account holder | $0 | $103-100.0% | $13,907-100.0% | $79-100.0% |