Filed December 10, 2015
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 | $86,808 | $86,944-0.2% | $107,525-19.3% | $74,304+16.8% |
| Participation rate | 74.6% | 59.6%+15.0pp | 75.1%-0.5pp | 60.3%+14.2pp |
| Annual return | 12.68% | 23.52%-10.8pp | 181.32%-168.6pp | 29.43%-16.8pp |
| Employer contribution / active EE | $3,824 | $2,757+38.7% | $3,754+1.9% | $2,241+70.6% |
| Participant deferral / active EE | $7,768 | $3,554+118.6% | $5,116+51.9% | $3,767+106.2% |
| Admin fee / account holder | $205 | $3,727-94.5% | $8,919-97.7% | $2,969-93.1% |