Filed November 21, 2016 (most recent of 3 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.
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 | $26,324 | $50,464-47.8% | $75,781-65.3% | $52,331-49.7% |
| Participation rate | 96.9% | 66.8%+30.1pp | 75.8%+21.1pp | 68.1%+28.8pp |
| Annual return | -6.50% | 1.03%-7.5pp | 9.68%-16.2pp | 4.54%-11.0pp |
| Employer contribution / active EE | $4,688 | $1,988+135.7% | $3,323+41.1% | $1,882+149.1% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,651-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $1,103-100.0% | $5,299-100.0% | $592-100.0% |