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 | $47,218 | $39,973+18.1% | $79,550-40.6% | $77,904-39.4% |
| Participation rate | 98.7% | 64.6%+34.1pp | 69.5%+29.3pp | 73.7%+25.1pp |
| Annual return | -1.55% | 3.42%-5.0pp | 0.16%-1.7pp | 12.21%-13.8pp |
| Employer contribution / active EE | $1,549 | $1,088+42.4% | $2,413-35.8% | $2,848-45.6% |
| Participant deferral / active EE | $0 | $2,774-100.0% | $3,985-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $113-100.0% | $6,832-100.0% | $133-100.0% |