Filed November 18, 2015
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,340 | $53,822-26.9% | $75,696-48.0% | $85,850-54.2% |
| Participation rate | 98.9% | 69.1%+29.8pp | 74.8%+24.1pp | 69.3%+29.6pp |
| Annual return | 29.02% | 24.54%+4.5pp | 104.53%-75.5pp | 318.53%-289.5pp |
| Employer contribution / active EE | $1,276 | $2,017-36.7% | $2,743-53.5% | $2,565-50.3% |
| Participant deferral / active EE | $2,653 | $2,895-8.3% | $3,821-30.6% | $3,952-32.9% |
| Admin fee / account holder | $7 | $3,343-99.8% | $3,619-99.8% | $6,260-99.9% |