Filed April 22, 2016 (most recent of 2 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 9-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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,494 | $59,417+1.8% | $93,606-35.4% | $74,495-18.8% |
| Participation rate | 90.4% | 59.7%+30.8pp | 68.7%+21.7pp | 67.2%+23.2pp |
| Annual return | 1.77% | 81.83%-80.1pp | 133.20%-131.4pp | 1364.94%-1363.2pp |
| Employer contribution / active EE | $6,638 | $1,264+425.3% | $2,420+174.3% | $2,623+153.1% |
| Participant deferral / active EE | $0 | $3,050-100.0% | $4,411-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $3,021-100.0% | $8,285-100.0% | $1,942-100.0% |