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 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 | $202,871 | $55,449+265.9% | $83,848+142.0% | $56,287+260.4% |
| Participation rate | 97.6% | 68.0%+29.6pp | 76.1%+21.5pp | 69.9%+27.7pp |
| Annual return | 23.39% | -1.38%+24.8pp | 850.88%-827.5pp | -9.96%+33.4pp |
| Employer contribution / active EE | $7,488 | $2,430+208.1% | $3,631+106.2% | $2,111+254.7% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $5,478-100.0% | $521-100.0% |