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 | $20,037 | $65,376-69.4% | $87,100-77.0% | $65,185-69.3% |
| Participation rate | 93.2% | 75.3%+17.9pp | 76.9%+16.4pp | 70.2%+23.0pp |
| Annual return | -53.10% | 31.27%-84.4pp | 28.19%-81.3pp | 29.38%-82.5pp |
| Employer contribution / active EE | $13,547 | $1,822+643.4% | $2,521+437.3% | $2,177+522.4% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $520-100.0% | $7,497-100.0% | $847-100.0% |