Filed July 25, 2018 (most recent of 2 filings on file)
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,224 | $92,971+115.4% | $96,683+107.1% | $74,419+169.1% |
| Participation rate | 99.7% | 71.5%+28.2pp | 74.3%+25.4pp | 70.7%+29.0pp |
| Annual return | 19.98% | 37.49%-17.5pp | 35.69%-15.7pp | 34.38%-14.4pp |
| Employer contribution / active EE | $12,795 | $3,426+273.5% | $3,737+242.4% | $2,637+385.2% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $633-100.0% | $6,730-100.0% | $348-100.0% |