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 | $49,821 | $58,726-15.2% | $92,233-46.0% | $62,292-20.0% |
| Participation rate | 82.6% | 68.3%+14.3pp | 76.5%+6.2pp | 69.5%+13.1pp |
| Annual return | 7.42% | 43.62%-36.2pp | 176.28%-168.9pp | 28.90%-21.5pp |
| Employer contribution / active EE | $5,372 | $2,392+124.6% | $3,679+46.0% | $2,042+163.0% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $13 | $556-97.6% | $5,194-99.7% | $479-97.3% |