Filed February 23, 2016 (most recent of 2 filings on file)
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,603 | $98,982-70.1% | $162,163-81.7% | $65,185-54.6% |
| Participation rate | 99.3% | 85.8%+13.6pp | 87.6%+11.8pp | 70.2%+29.1pp |
| Annual return | 20.57% | 24.84%-4.3pp | 115.59%-95.0pp | 29.38%-8.8pp |
| Employer contribution / active EE | $1,518 | $3,467-56.2% | $5,614-73.0% | $2,177-30.2% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $7,298-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $596-100.0% | $10,843-100.0% | $847-100.0% |