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 | $15,113 | $100,227-84.9% | $169,993-91.1% | $74,419-79.7% |
| Participation rate | 99.1% | 87.3%+11.7pp | 87.0%+12.1pp | 70.7%+28.3pp |
| Annual return | -8.19% | 66.08%-74.3pp | 53.37%-61.6pp | 34.38%-42.6pp |
| Employer contribution / active EE | $1,747 | $4,263-59.0% | $6,785-74.3% | $2,637-33.8% |
| Participant deferral / active EE | $0 | $7,143-100.0% | $10,408-100.0% | $4,528-100.0% |
| Admin fee / account holder | $3 | $234-98.8% | $12,815-100.0% | $348-99.2% |