Filed March 18, 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $12,222 | $39,819-69.3% | $67,834-82.0% | $57,658-78.8% |
| Participation rate | 98.8% | 61.2%+37.6pp | 68.8%+30.0pp | 70.2%+28.6pp |
| Annual return | -31.53% | 9.19%-40.7pp | 138.47%-170.0pp | 5.13%-36.7pp |
| Employer contribution / active EE | $1,319 | $1,277+3.3% | $2,403-45.1% | $1,974-33.2% |
| Participant deferral / active EE | $0 | $2,209-100.0% | $3,160-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $84-100.0% | $4,622-100.0% | $95-100.0% |