Filed October 17, 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 3-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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,124 | $74,024+251.4% | $77,999+233.5% | $57,658+351.1% |
| Participation rate | 93.2% | 79.7%+13.5pp | 75.5%+17.7pp | 70.2%+23.0pp |
| Annual return | 3.22% | 12.14%-8.9pp | 425.96%-422.7pp | 5.13%-1.9pp |
| Employer contribution / active EE | $883 | $2,365-62.7% | $2,470-64.3% | $1,974-55.3% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,497-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $93-100.0% | $5,480-100.0% | $95-100.0% |