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 | $4,701 | $38,075-87.7% | $93,406-95.0% | $73,488-93.6% |
| Participation rate | 100.0% | 56.7%+43.3pp | 66.8%+33.2pp | 70.7%+29.3pp |
| Annual return | -27.92% | 17.59%-45.5pp | 78.05%-106.0pp | 28.51%-56.4pp |
| Employer contribution / active EE | $2,723 | $1,117+143.8% | $2,075+31.2% | $2,270+20.0% |
| Participant deferral / active EE | $0 | $2,012-100.0% | $3,126-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $351-100.0% | $5,230-100.0% | $513-100.0% |