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 | $170,139 | $95,880+77.5% | $107,525+58.2% | $85,563+98.8% |
| Participation rate | 79.9% | 70.1%+9.8pp | 75.1%+4.8pp | 66.0%+14.0pp |
| Annual return | -0.83% | 68.06%-68.9pp | 181.32%-182.1pp | 31.51%-32.3pp |
| Employer contribution / active EE | $6,896 | $3,812+80.9% | $3,754+83.7% | $2,654+159.9% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $15 | $1,025-98.5% | $8,919-99.8% | $834-98.2% |