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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,269 | $51,620-2.6% | $90,281-44.3% | $65,185-22.9% |
| Participation rate | 95.6% | 68.6%+27.0pp | 73.3%+22.3pp | 70.2%+25.4pp |
| Annual return | 16.70% | 24.94%-8.2pp | 78.10%-61.4pp | 29.38%-12.7pp |
| Employer contribution / active EE | $1,815 | $2,235-18.8% | $2,854-36.4% | $2,177-16.6% |
| Participant deferral / active EE | $2,404 | $2,871-16.3% | $3,885-38.1% | $3,514-31.6% |
| Admin fee / account holder | $6 | $384-98.3% | $5,351-99.9% | $847-99.2% |