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 | $145,782 | $71,142+104.9% | $119,609+21.9% | $64,808+124.9% |
| Participation rate | 98.2% | 78.6%+19.6pp | 79.3%+19.0pp | 71.5%+26.8pp |
| Annual return | -9.48% | -10.01%+0.5pp | -14.97%+5.5pp | 32.82%-42.3pp |
| Employer contribution / active EE | $16,148 | $2,497+546.6% | $4,232+281.6% | $2,506+544.4% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,602-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $162-100.0% | $10,323-100.0% | $188-100.0% |