Filed January 13, 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.
Participant 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 | $131,180 | $78,419+67.3% | $133,956-2.1% | $73,409+78.7% |
| Participation rate | 98.4% | 78.6%+19.8pp | 79.8%+18.6pp | 72.2%+26.2pp |
| Annual return | 19.54% | 33.35%-13.8pp | 45.09%-25.6pp | 59.29%-39.8pp |
| Employer contribution / active EE | $14,357 | $2,044+602.5% | $3,919+266.4% | $2,234+542.8% |
| Participant deferral / active EE | $0 | $3,925-100.0% | $5,048-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $161-100.0% | $8,927-100.0% | $158-100.0% |