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 | $13,843 | $129,021-89.3% | $184,203-92.5% | $77,643-82.2% |
| Participation rate | 99.3% | 87.3%+12.0pp | 86.8%+12.5pp | 70.6%+28.8pp |
| Annual return | -8.61% | 33.27%-41.9pp | 28.81%-37.4pp | 31.24%-39.8pp |
| Employer contribution / active EE | $1,895 | $4,413-57.0% | $6,427-70.5% | $2,726-30.5% |
| Participant deferral / active EE | $0 | $7,297-100.0% | $9,131-100.0% | $4,647-100.0% |
| Admin fee / account holder | $1 | $254-99.5% | $13,901-100.0% | $430-99.7% |