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 | $43,118 | $45,000-4.2% | $143,757-70.0% | $77,904-44.7% |
| Participation rate | 98.0% | 66.8%+31.2pp | 80.3%+17.7pp | 73.7%+24.3pp |
| Annual return | -17.38% | 29.03%-46.4pp | -0.04%-17.3pp | 12.21%-29.6pp |
| Employer contribution / active EE | $3,912 | $1,870+109.3% | $4,951-21.0% | $2,848+37.4% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,637-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $98-99.6% | $14,673-100.0% | $133-99.7% |