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 | $203,641 | $64,119+217.6% | $112,228+81.5% | $66,914+204.3% |
| Participation rate | 98.9% | 68.5%+30.4pp | 75.1%+23.8pp | 69.8%+29.1pp |
| Annual return | 7.22% | -13.81%+21.0pp | 27.45%-20.2pp | 1.58%+5.6pp |
| Employer contribution / active EE | $6,596 | $3,005+119.5% | $3,635+81.5% | $2,544+159.3% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $9 | $625-98.6% | $6,410-99.9% | $593-98.5% |