Filed September 9, 2015 (most recent of 3 filings on file)
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,937 | $57,976+191.4% | $62,995+168.2% | $62,292+171.2% |
| Participation rate | 93.4% | 75.9%+17.4pp | 74.8%+18.6pp | 69.5%+23.8pp |
| Annual return | 13.09% | 17.54%-4.5pp | 87.57%-74.5pp | 28.90%-15.8pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,759-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $0 | $2,956-100.0% | $3,329-100.0% | $3,169-100.0% |
| Admin fee / account holder | $3 | $276-98.8% | $3,600-99.9% | $479-99.3% |