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 auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,184 | $64,119-18.6% | $112,228-53.5% | $66,914-22.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | 2.52% | -13.81%+16.3pp | 27.45%-24.9pp | 1.58%+0.9pp |
| Employer contribution / active EE | $3,101 | $3,005+3.2% | $3,635-14.7% | $2,544+21.9% |
| Participant deferral / active EE | $1,170 | $3,693-68.3% | $4,728-75.2% | $4,237-72.4% |
| Admin fee / account holder | $7 | $625-98.9% | $6,410-99.9% | $593-98.9% |