Filed November 17, 2015
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.
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 | $10,453 | $49,138-78.7% | $84,015-87.6% | $65,185-84.0% |
| Participation rate | 99.5% | 60.7%+38.8pp | 69.0%+30.5pp | 70.2%+29.3pp |
| Annual return | -5.31% | 23.00%-28.3pp | 71.31%-76.6pp | 29.38%-34.7pp |
| Employer contribution / active EE | $1,506 | $914+64.9% | $1,983-24.0% | $2,177-30.8% |
| Participant deferral / active EE | $0 | $2,397-100.0% | $3,239-100.0% | $3,514-100.0% |
| Admin fee / account holder | $1 | $543-99.9% | $6,101-100.0% | $847-99.9% |