Filed January 12, 2017 (most recent of 2 filings on file)
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,564 | $44,873-0.7% | $79,464-43.9% | $56,287-20.8% |
| Participation rate | 95.0% | 68.7%+26.3pp | 73.3%+21.7pp | 69.9%+25.2pp |
| Annual return | -3.31% | 0.81%-4.1pp | 718.14%-721.4pp | -9.96%+6.7pp |
| Employer contribution / active EE | $1,783 | $2,140-16.7% | $2,800-36.3% | $2,111-15.5% |
| Participant deferral / active EE | $2,441 | $2,746-11.1% | $3,704-34.1% | $3,350-27.1% |
| Admin fee / account holder | $4 | $418-99.1% | $5,113-99.9% | $521-99.3% |