Filed November 18, 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 8-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.
Employer 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 | $32,544 | $61,473-47.1% | $81,930-60.3% | $73,409-55.7% |
| Participation rate | 89.6% | 72.4%+17.2pp | 72.0%+17.6pp | 72.2%+17.5pp |
| Annual return | 99.66% | 28.26%+71.4pp | 29.49%+70.2pp | 59.29%+40.4pp |
| Employer contribution / active EE | $155 | $1,898-91.8% | $4,310-96.4% | $2,234-93.1% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $7,107-100.0% | $3,805-100.0% |
| Admin fee / account holder | $6 | $125-94.9% | $5,158-99.9% | $158-96.0% |