Filed March 17, 2016 (most recent of 3 filings on file)
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.
Participant contribution per participant 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 | $98,598 | $98,982-0.4% | $162,163-39.2% | $65,185+51.3% |
| Participation rate | 99.5% | 85.8%+13.7pp | 87.6%+11.9pp | 70.2%+29.3pp |
| Annual return | 24.85% | 24.84%0pp | 115.59%-90.7pp | 29.38%-4.5pp |
| Employer contribution / active EE | $5,370 | $3,467+54.9% | $5,614-4.3% | $2,177+146.7% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $7,298-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $596-100.0% | $10,843-100.0% | $847-100.0% |