Filed November 29, 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.
Participant contribution per participant 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 | $46,266 | $45,382+1.9% | $154,107-70.0% | $75,289-38.5% |
| Participation rate | 98.9% | 65.9%+33.0pp | 83.0%+15.8pp | 72.4%+26.4pp |
| Annual return | 5.82% | -0.47%+6.3pp | 735.12%-729.3pp | -0.04%+5.9pp |
| Employer contribution / active EE | $2,720 | $1,533+77.5% | $5,298-48.6% | $2,405+13.1% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $5,081-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $89-99.5% | $13,411-100.0% | $102-99.5% |