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 | $39,296 | $53,136-26.0% | $155,509-74.7% | $199,593-80.3% |
| Participation rate | 97.7% | 64.1%+33.6pp | 78.2%+19.5pp | 72.0%+25.7pp |
| Annual return | -15.44% | 41.15%-56.6pp | 64.67%-80.1pp | 34.25%-49.7pp |
| Employer contribution / active EE | $3,214 | $1,851+73.6% | $4,672-31.2% | $3,034+5.9% |
| Participant deferral / active EE | $0 | $3,161-100.0% | $5,626-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $185-99.9% | $15,912-100.0% | $269-99.9% |