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 | $223,750 | $76,670+191.8% | $96,683+131.4% | $71,457+213.1% |
| Participation rate | 98.3% | 66.6%+31.7pp | 74.3%+23.9pp | 67.9%+30.4pp |
| Annual return | 14.02% | 48.29%-34.3pp | 35.69%-21.7pp | 28.85%-14.8pp |
| Employer contribution / active EE | $7,461 | $3,031+146.1% | $3,737+99.7% | $2,588+188.3% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $12 | $2,028-99.4% | $6,730-99.8% | $1,587-99.2% |