Filed March 17, 2017 (most recent of 2 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,823 | $76,173+54.7% | $81,382+44.8% | $199,593-41.0% |
| Participation rate | 99.0% | 76.3%+22.8pp | 69.5%+29.5pp | 72.0%+27.0pp |
| Annual return | 4.75% | 15.59%-10.8pp | 24.73%-20.0pp | 34.25%-29.5pp |
| Employer contribution / active EE | $3,618 | $2,792+29.6% | $2,463+46.9% | $3,034+19.2% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $3,883-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $146-100.0% | $5,768-100.0% | $269-100.0% |