Filed October 7, 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 | $42,807 | $65,435-34.6% | $86,677-50.6% | $66,914-36.0% |
| Participation rate | 98.1% | 75.5%+22.6pp | 76.6%+21.5pp | 69.8%+28.3pp |
| Annual return | -50.55% | -10.89%-39.7pp | 35.91%-86.5pp | 1.58%-52.1pp |
| Employer contribution / active EE | $3,892 | $2,153+80.8% | $2,836+37.2% | $2,544+53.0% |
| Participant deferral / active EE | $0 | $4,100-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,493-100.0% | $593-100.0% |