Filed May 9, 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 6-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,287 | $40,113-94.3% | $84,015-97.3% | $77,787-97.1% |
| Participation rate | 97.5% | 62.8%+34.7pp | 69.0%+28.5pp | 73.2%+24.3pp |
| Annual return | 0.00% | 23.27%-23.3pp | 71.31%-71.3pp | 32.57%-32.6pp |
| Employer contribution / active EE | $1,611 | $847+90.1% | $1,983-18.8% | $2,504-35.7% |
| Participant deferral / active EE | $0 | $2,030-100.0% | $3,239-100.0% | $3,967-100.0% |
| Admin fee / account holder | $0 | $92-100.0% | $6,101-100.0% | $100-100.0% |