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 | $52,460 | $66,124-20.7% | $90,404-42.0% | $73,488-28.6% |
| Participation rate | 94.7% | 69.7%+25.0pp | 72.7%+22.0pp | 70.7%+24.0pp |
| Annual return | 11.70% | 17.65%-6.0pp | 1293.02%-1281.3pp | 28.51%-16.8pp |
| Employer contribution / active EE | $933 | $2,346-60.2% | $3,262-71.4% | $2,270-58.9% |
| Participant deferral / active EE | $1,980 | $3,039-34.8% | $3,963-50.0% | $3,740-47.1% |
| Admin fee / account holder | $6 | $396-98.6% | $5,611-99.9% | $513-98.9% |