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.
Annual investment return 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 | $217,325 | $77,660+179.8% | $109,143+99.1% | $79,386+173.8% |
| Participation rate | 98.8% | 67.8%+31.0pp | 75.9%+22.9pp | 70.7%+28.1pp |
| Annual return | -7.26% | 23.44%-30.7pp | 25.75%-33.0pp | 116.85%-124.1pp |
| Employer contribution / active EE | $6,543 | $2,797+133.9% | $3,722+75.8% | $2,427+169.5% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $3 | $732-99.6% | $6,752-100.0% | $626-99.5% |