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.
Participant contribution per participant 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 | $48,170 | $69,362-30.6% | $101,248-52.4% | $73,488-34.5% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 25.71% | 18.46%+7.3pp | 46.47%-20.8pp | 28.51%-2.8pp |
| Employer contribution / active EE | $4,068 | $2,628+54.8% | $3,660+11.2% | $2,270+79.2% |
| Participant deferral / active EE | $1,218 | $3,300-63.1% | $4,370-72.1% | $3,740-67.4% |
| Admin fee / account holder | $13 | $704-98.2% | $5,945-99.8% | $513-97.6% |