Filed June 29, 2017
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 9-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,018 | $65,118-73.9% | $76,768-77.8% | $55,725-69.5% |
| Participation rate | 75.3% | 79.6%-4.3pp | 77.0%-1.7pp | 70.9%+4.4pp |
| Annual return | -65.89% | -1.27%-64.6pp | 2.43%-68.3pp | 244.93%-310.8pp |
| Employer contribution / active EE | $9,578 | $1,941+393.5% | $2,485+285.4% | $2,078+360.9% |
| Participant deferral / active EE | $0 | $3,688-100.0% | $3,852-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $6,675-100.0% | $115-100.0% |