Filed December 29, 2015
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $69,264 | $64,286+7.7% | $106,387-34.9% | $55,725+24.3% |
| Participation rate | 88.6% | 75.2%+13.4pp | 77.5%+11.2pp | 70.9%+17.8pp |
| Annual return | -3.63% | 0.84%-4.5pp | 0.25%-3.9pp | 244.93%-248.6pp |
| Employer contribution / active EE | $2,448 | $2,367+3.4% | $3,520-30.5% | $2,078+17.8% |
| Participant deferral / active EE | $6,361 | $4,158+53.0% | $5,421+17.3% | $3,356+89.6% |
| Admin fee / account holder | $0 | $102-100.0% | $7,510-100.0% | $115-100.0% |