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 | $52,696 | $63,745-17.3% | $98,442-46.5% | $79,386-33.6% |
| Participation rate | 93.8% | 69.9%+24.0pp | 73.3%+20.5pp | 70.7%+23.1pp |
| Annual return | 11.76% | 625.80%-614.0pp | 1492.73%-1481.0pp | 116.85%-105.1pp |
| Employer contribution / active EE | $0 | $2,557-100.0% | $2,960-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,908 | $3,303-42.2% | $4,276-55.4% | $4,046-52.8% |
| Admin fee / account holder | $7 | $516-98.6% | $5,949-99.9% | $626-98.8% |