Filed January 19, 2015 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $9,968 | $39,195-74.6% | $98,755-89.9% | $79,386-87.4% |
| Participation rate | 100.0% | 59.8%+40.2pp | 65.7%+34.3pp | 70.7%+29.3pp |
| Annual return | 91.52% | 19.95%+71.6pp | 49.91%+41.6pp | 116.85%-25.3pp |
| Employer contribution / active EE | $4,389 | $1,334+228.9% | $2,067+112.3% | $2,427+80.8% |
| Participant deferral / active EE | $0 | $2,333-100.0% | $3,035-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $365-100.0% | $4,076-100.0% | $626-100.0% |