Filed January 19, 2015 (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 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,422 | $55,657-75.9% | $63,412-78.8% | $55,191-75.7% |
| Participation rate | 99.6% | 63.4%+36.2pp | 67.1%+32.5pp | 69.2%+30.5pp |
| Annual return | 0.30% | -0.22%+0.5pp | 4.04%-3.7pp | 10.78%-10.5pp |
| Employer contribution / active EE | $1,609 | $1,026+56.8% | $1,814-11.3% | $1,899-15.3% |
| Participant deferral / active EE | $0 | $1,817-100.0% | $2,496-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $272-100.0% | $3,753-100.0% | $91-100.0% |