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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,198 | $51,197-17.6% | $82,719-49.0% | $66,914-36.9% |
| Participation rate | 94.5% | 67.8%+26.7pp | 72.6%+22.0pp | 69.8%+24.7pp |
| Annual return | -13.31% | -9.64%-3.7pp | 701.18%-714.5pp | 1.58%-14.9pp |
| Employer contribution / active EE | $103 | $2,611-96.0% | $3,009-96.6% | $2,544-95.9% |
| Participant deferral / active EE | $2,308 | $3,458-33.2% | $4,395-47.5% | $4,237-45.5% |
| Admin fee / account holder | $10 | $416-97.6% | $5,329-99.8% | $593-98.3% |