Filed November 20, 2015
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 | $187,093 | $79,694+134.8% | $96,139+94.6% | $79,386+135.7% |
| Participation rate | 100.0% | 54.0%+46.0pp | 68.4%+31.6pp | 70.7%+29.3pp |
| Annual return | 3.71% | 40.84%-37.1pp | 191.94%-188.2pp | 116.85%-113.1pp |
| Employer contribution / active EE | $14,781 | $1,443+924.2% | $2,797+428.5% | $2,427+508.9% |
| Participant deferral / active EE | $0 | $2,539-100.0% | $4,349-100.0% | $4,046-100.0% |
| Admin fee / account holder | $13 | $630-97.9% | $5,537-99.8% | $626-97.9% |