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 | $160,728 | $41,078+291.3% | $80,569+99.5% | $71,457+124.9% |
| Participation rate | 100.0% | 50.2%+49.8pp | 67.0%+33.0pp | 67.9%+32.1pp |
| Annual return | -0.79% | 38.45%-39.2pp | 935.43%-936.2pp | 28.85%-29.6pp |
| Employer contribution / active EE | $16,013 | $1,506+963.6% | $2,723+488.0% | $2,588+518.8% |
| Participant deferral / active EE | $0 | $2,699-100.0% | $4,447-100.0% | $4,289-100.0% |
| Admin fee / account holder | $12 | $1,840-99.4% | $5,377-99.8% | $1,587-99.3% |