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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,131 | $63,114-39.6% | $92,893-59.0% | $65,185-41.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | -13.54% | 28.75%-42.3pp | 109.41%-123.0pp | 29.38%-42.9pp |
| Employer contribution / active EE | $4,808 | $2,571+87.0% | $3,653+31.6% | $2,177+120.9% |
| Participant deferral / active EE | $1,406 | $3,108-54.8% | $4,236-66.8% | $3,514-60.0% |
| Admin fee / account holder | $9 | $624-98.6% | $5,794-99.8% | $847-98.9% |