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.
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 | $206,788 | $82,917+149.4% | $103,333+100.1% | $77,643+166.3% |
| Participation rate | 99.7% | 71.6%+28.1pp | 74.5%+25.2pp | 70.6%+29.1pp |
| Annual return | 7.67% | 19.13%-11.5pp | 24.88%-17.2pp | 31.24%-23.6pp |
| Employer contribution / active EE | $10,362 | $3,552+191.8% | $3,868+167.9% | $2,726+280.1% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $638-100.0% | $8,355-100.0% | $430-100.0% |