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.
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 | $5,794 | $35,949-83.9% | $88,538-93.5% | $65,185-91.1% |
| Participation rate | 99.4% | 56.4%+43.1pp | 68.7%+30.7pp | 70.2%+29.2pp |
| Annual return | -30.41% | 47.52%-77.9pp | 43.64%-74.1pp | 29.38%-59.8pp |
| Employer contribution / active EE | $2,387 | $1,047+128.0% | $2,098+13.8% | $2,177+9.7% |
| Participant deferral / active EE | $0 | $1,870-100.0% | $2,914-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $496-100.0% | $4,310-100.0% | $847-100.0% |