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.
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 | $49,438 | $67,512-26.8% | $185,823-73.4% | $93,030-46.9% |
| Participation rate | 99.4% | 67.1%+32.2pp | 81.7%+17.7pp | 73.9%+25.5pp |
| Annual return | -0.36% | 21.04%-21.4pp | 122.05%-122.4pp | 158.70%-159.1pp |
| Employer contribution / active EE | $3,563 | $1,783+99.8% | $5,167-31.1% | $2,706+31.7% |
| Participant deferral / active EE | $0 | $3,035-100.0% | $5,568-100.0% | $4,562-100.0% |
| Admin fee / account holder | $0 | $318-99.9% | $16,237-100.0% | $152-99.7% |