Filed March 13, 2019
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,029 | $58,208-3.7% | $81,812-31.5% | $80,856-30.7% |
| Participation rate | 90.0% | 63.4%+26.6pp | 72.3%+17.7pp | 67.6%+22.4pp |
| Annual return | 13.68% | 41.66%-28.0pp | 773.79%-760.1pp | 35.59%-21.9pp |
| Employer contribution / active EE | $3,175 | $2,340+35.7% | $2,912+9.0% | $2,755+15.3% |
| Participant deferral / active EE | $7,218 | $3,281+120.0% | $4,319+67.1% | $4,296+68.0% |
| Admin fee / account holder | $83 | $4,981-98.3% | $7,386-98.9% | $6,918-98.8% |