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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,920 | $76,050-30.4% | $96,544-45.2% | $71,457-25.9% |
| Participation rate | 98.6% | 74.4%+24.2pp | 76.0%+22.6pp | 67.9%+30.7pp |
| Annual return | 21.27% | 22.81%-1.5pp | 25.84%-4.6pp | 28.85%-7.6pp |
| Employer contribution / active EE | $4,188 | $2,244+86.6% | $2,965+41.3% | $2,588+61.8% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $4,851-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $2,707-100.0% | $8,252-100.0% | $1,587-100.0% |