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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,383 | $86,225+96.4% | $146,665+15.5% | $86,799+95.1% |
| Participation rate | 97.8% | 78.0%+19.8pp | 80.1%+17.7pp | 72.3%+25.5pp |
| Annual return | 35.60% | 31.23%+4.4pp | 22.74%+12.9pp | 97.91%-62.3pp |
| Employer contribution / active EE | $14,860 | $2,392+521.2% | $4,136+259.3% | $2,405+517.8% |
| Participant deferral / active EE | $0 | $4,245-100.0% | $5,506-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $195-100.0% | $10,280-100.0% | $170-100.0% |