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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,975 | $24,733+65.7% | $69,647-41.2% | $74,495-45.0% |
| Participation rate | 74.5% | 63.5%+11.0pp | 66.5%+8.1pp | 67.2%+7.3pp |
| Annual return | 0.71% | 18.55%-17.8pp | 100.48%-99.8pp | 1364.94%-1364.2pp |
| Employer contribution / active EE | $4,037 | $1,001+303.5% | $1,712+135.7% | $2,623+53.9% |
| Participant deferral / active EE | $0 | $1,901-100.0% | $2,886-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,892-100.0% | $4,713-100.0% | $1,942-100.0% |