Filed February 13, 2017
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 | $73,856 | $78,419-5.8% | $133,956-44.9% | $73,409+0.6% |
| Participation rate | 98.1% | 78.6%+19.5pp | 79.8%+18.3pp | 72.2%+25.9pp |
| Annual return | 11.48% | 33.35%-21.9pp | 45.09%-33.6pp | 59.29%-47.8pp |
| Employer contribution / active EE | $5,342 | $2,044+161.4% | $3,919+36.3% | $2,234+139.2% |
| Participant deferral / active EE | $0 | $3,925-100.0% | $5,048-100.0% | $3,805-100.0% |
| Admin fee / account holder | $7 | $161-95.5% | $8,927-99.9% | $158-95.4% |