Filed December 4, 2015 (most recent of 7 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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.
Employer contribution per participant 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 | $18,877 | $98,982-80.9% | $162,163-88.4% | $65,185-71.0% |
| Participation rate | 99.6% | 85.8%+13.8pp | 87.6%+12.0pp | 70.2%+29.4pp |
| Annual return | 22.74% | 24.84%-2.1pp | 115.59%-92.9pp | 29.38%-6.6pp |
| Employer contribution / active EE | $1,064 | $3,467-69.3% | $5,614-81.0% | $2,177-51.1% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $7,298-100.0% | $3,514-100.0% |
| Admin fee / account holder | $5 | $596-99.2% | $10,843-100.0% | $847-99.4% |