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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,138 | $55,449-25.8% | $83,848-50.9% | $56,287-26.9% |
| Participation rate | 97.8% | 68.0%+29.8pp | 76.1%+21.7pp | 69.9%+28.0pp |
| Annual return | -2.22% | -1.38%-0.8pp | 850.88%-853.1pp | -9.96%+7.7pp |
| Employer contribution / active EE | $5,036 | $2,430+107.2% | $3,631+38.7% | $2,111+138.6% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $3 | $656-99.5% | $5,478-99.9% | $521-99.4% |