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 | $26,848 | $53,165-49.5% | $86,188-68.8% | $74,419-63.9% |
| Participation rate | 97.9% | 64.9%+33.0pp | 69.0%+28.9pp | 70.7%+27.2pp |
| Annual return | -10.44% | 22.64%-33.1pp | 1168.45%-1178.9pp | 34.38%-44.8pp |
| Employer contribution / active EE | $4,762 | $1,210+293.6% | $2,380+100.1% | $2,637+80.6% |
| Participant deferral / active EE | $0 | $3,234-100.0% | $3,985-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $6,852-100.0% | $348-100.0% |