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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,740 | $43,466-43.1% | $90,951-72.8% | $90,288-72.6% |
| Participation rate | 97.1% | 62.5%+34.7pp | 69.0%+28.1pp | 73.4%+23.8pp |
| Annual return | 1011.36% | 25.26%+986.1pp | 134.60%+876.8pp | 53.97%+957.4pp |
| Employer contribution / active EE | $1,471 | $840+75.1% | $2,122-30.7% | $2,524-41.7% |
| Participant deferral / active EE | $0 | $2,138-100.0% | $3,373-100.0% | $4,232-100.0% |
| Admin fee / account holder | $0 | $92-100.0% | $5,959-100.0% | $114-100.0% |