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 | $226,058 | $69,362+225.9% | $101,248+123.3% | $73,488+207.6% |
| Participation rate | 98.4% | 68.4%+30.0pp | 75.8%+22.5pp | 70.7%+27.7pp |
| Annual return | 15.84% | 18.46%-2.6pp | 46.47%-30.6pp | 28.51%-12.7pp |
| Employer contribution / active EE | $5,408 | $2,628+105.8% | $3,660+47.8% | $2,270+138.2% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1 | $704-99.8% | $5,945-100.0% | $513-99.7% |