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.
Annual investment return 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 | $110,874 | $91,372+21.3% | $129,995-14.7% | $74,419+49.0% |
| Participation rate | 98.7% | 77.8%+20.9pp | 78.5%+20.2pp | 70.7%+27.9pp |
| Annual return | -7.15% | 23.21%-30.4pp | -137.18%+130.0pp | 34.38%-41.5pp |
| Employer contribution / active EE | $14,137 | $2,563+451.5% | $4,320+227.3% | $2,637+436.0% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $5,820-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $283-100.0% | $10,614-100.0% | $348-100.0% |