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 | $46,459 | $50,127-7.3% | $149,673-69.0% | $80,160-42.0% |
| Participation rate | 98.5% | 64.3%+34.2pp | 78.8%+19.7pp | 72.9%+25.5pp |
| Annual return | 2.76% | 29.82%-27.1pp | 134.42%-131.7pp | 40.38%-37.6pp |
| Employer contribution / active EE | $3,462 | $1,865+85.7% | $4,818-28.1% | $2,978+16.3% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,680-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $153-99.8% | $13,210-100.0% | $145-99.8% |