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.
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 | $11,724 | $54,573-78.5% | $90,951-87.1% | $73,488-84.0% |
| Participation rate | 99.6% | 61.2%+38.4pp | 69.0%+30.5pp | 70.7%+28.9pp |
| Annual return | 12.85% | 16.69%-3.8pp | 134.60%-121.7pp | 28.51%-15.7pp |
| Employer contribution / active EE | $1,280 | $991+29.1% | $2,122-39.7% | $2,270-43.6% |
| Participant deferral / active EE | $0 | $2,517-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1 | $521-99.9% | $5,959-100.0% | $513-99.9% |