Filed May 9, 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 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 | $638,349 | $86,332+639.4% | $125,175+410.0% | $65,185+879.3% |
| Participation rate | 99.1% | 75.3%+23.8pp | 79.8%+19.3pp | 70.2%+28.9pp |
| Annual return | 5.20% | 27.43%-22.2pp | 43.79%-38.6pp | 29.38%-24.2pp |
| Employer contribution / active EE | $16,355 | $2,040+701.8% | $3,865+323.1% | $2,177+651.4% |
| Participant deferral / active EE | $0 | $3,537-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $609-100.0% | $9,702-100.0% | $847-100.0% |