Filed December 18, 2018
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 7-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 | $49,064 | $30,086+63.1% | $61,373-20.1% | $64,808-24.3% |
| Participation rate | 95.5% | 36.4%+59.2pp | 52.6%+43.0pp | 71.5%+24.1pp |
| Annual return | -1.87% | -13.99%+12.1pp | 338.61%-340.5pp | 32.82%-34.7pp |
| Employer contribution / active EE | $5,282 | $536+885.1% | $1,159+355.6% | $2,506+110.8% |
| Participant deferral / active EE | $0 | $1,126-100.0% | $2,125-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $148-99.9% | $2,130-100.0% | $188-99.9% |