Filed June 30, 2016 (most recent of 3 filings on file)
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.
Employer contribution per participant 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 | $109,838 | $88,083+24.7% | $164,813-33.4% | $74,495+47.4% |
| Participation rate | 96.1% | 73.0%+23.1pp | 78.6%+17.5pp | 67.2%+28.9pp |
| Annual return | 12.54% | 17.26%-4.7pp | 69.93%-57.4pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $380 | $2,593-85.4% | $4,341-91.3% | $2,623-85.5% |
| Participant deferral / active EE | $6,296 | $4,498+40.0% | $6,031+4.4% | $4,346+44.9% |
| Admin fee / account holder | $68 | $2,234-97.0% | $12,690-99.5% | $1,942-96.5% |