Filed October 15, 2015 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,126 | $54,193-53.6% | $93,606-73.2% | $77,643-67.6% |
| Participation rate | 97.4% | 63.9%+33.5pp | 68.7%+28.7pp | 70.6%+26.8pp |
| Annual return | -6.03% | 30.54%-36.6pp | 133.20%-139.2pp | 31.24%-37.3pp |
| Employer contribution / active EE | $3,708 | $1,168+217.5% | $2,420+53.2% | $2,726+36.0% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,411-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $576-100.0% | $8,285-100.0% | $430-100.0% |