Filed May 1, 2015 (most recent of 10 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,350 | $132,049+27.5% | $200,582-16.1% | $74,304+126.6% |
| Participation rate | 97.3% | 84.1%+13.3pp | 86.9%+10.4pp | 60.3%+37.0pp |
| Annual return | 13.98% | 22.22%-8.2pp | 42.33%-28.4pp | 29.43%-15.5pp |
| Employer contribution / active EE | $8,447 | $4,558+85.3% | $6,419+31.6% | $2,241+276.9% |
| Participant deferral / active EE | $4,986 | $7,213-30.9% | $9,331-46.6% | $3,767+32.3% |
| Admin fee / account holder | $84 | $2,405-96.5% | $16,305-99.5% | $2,969-97.2% |