Filed June 29, 2016
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 | $242,797 | $79,124+206.9% | $60,874+298.9% | $64,808+274.6% |
| Participation rate | 99.8% | 77.7%+22.1pp | 73.1%+26.7pp | 71.5%+28.3pp |
| Annual return | -10.18% | -7.13%-3.1pp | 16.90%-27.1pp | 32.82%-43.0pp |
| Employer contribution / active EE | $5,917 | $3,050+94.0% | $2,701+119.0% | $2,506+136.1% |
| Participant deferral / active EE | $7,391 | $3,725+98.4% | $3,817+93.6% | $4,310+71.5% |
| Admin fee / account holder | $33 | $106-68.4% | $3,224-99.0% | $188-82.2% |