Filed March 17, 2016
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $671,907-100.0% | $671,907-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 27.3%-27.3pp | 15.0%-15.0pp | 47.4%-47.4pp |
| Annual return | -3.65% | 5.07%-8.7pp | 10.76%-14.4pp | 12.16%-15.8pp |
| Employer contribution / active EE | $51,639 | $97,324-46.9% | $68,795-24.9% | $44,746+15.4% |
| Participant deferral / active EE | $0 | $259-100.0% | $229-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $6,717-100.0% | $6,717-100.0% | $17,640-100.0% |