Filed August 2, 2016
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.
See 1 actuary disclosure. $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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $105,125-100.0% | $157,995-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 14.6%-14.6pp | 41.3%-41.3pp | 14.6%-14.6pp |
| Annual return | -2.76% | 1298.66%-1301.4pp | 83.75%-86.5pp | 10.56%-13.3pp |
| Employer contribution / active EE | $10,229 | $13,000-21.3% | $41,592-75.4% | $13,643-25.0% |
| Participant deferral / active EE | $0 | $63-100.0% | $77-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $678-100.0% | $3,354-100.0% |