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.
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 | $17,131 | $86,897-80.3% | $151,611-88.7% | $64,808-73.6% |
| Participation rate | 99.4% | 87.3%+12.1pp | 87.5%+11.9pp | 71.5%+27.9pp |
| Annual return | -32.24% | -3.57%-28.7pp | 3.33%-35.6pp | 32.82%-65.1pp |
| Employer contribution / active EE | $1,655 | $4,010-58.7% | $6,166-73.2% | $2,506-34.0% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,310-100.0% |
| Admin fee / account holder | $2 | $153-98.8% | $11,616-100.0% | $188-99.0% |