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 | $13,288 | $28,601-53.5% | $71,735-81.5% | $66,914-80.1% |
| Participation rate | 100.0% | 56.7%+43.3pp | 62.3%+37.7pp | 69.8%+30.2pp |
| Annual return | 37.69% | -10.90%+48.6pp | 9.14%+28.5pp | 1.58%+36.1pp |
| Employer contribution / active EE | $2,677 | $1,104+142.4% | $1,704+57.1% | $2,544+5.2% |
| Participant deferral / active EE | $0 | $1,912-100.0% | $2,658-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $506-100.0% | $3,974-100.0% | $593-100.0% |