Filed January 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 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.
Participant contribution per participant 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 | $60,704 | $56,629+7.2% | $77,999-22.2% | $55,167+10.0% |
| Participation rate | 89.2% | 73.3%+15.9pp | 75.5%+13.6pp | 69.0%+20.2pp |
| Annual return | 22.81% | 2866.98%-2844.2pp | 425.96%-403.2pp | 169.23%-146.4pp |
| Employer contribution / active EE | $3,558 | $1,723+106.5% | $2,470+44.0% | $1,963+81.3% |
| Participant deferral / active EE | $0 | $2,777-100.0% | $3,497-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $467-100.0% | $5,480-100.0% | $504-100.0% |