Filed June 8, 2018
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $171,871 | $136,307+26.1% | $177,821-3.3% | $73,488+133.9% |
| Participation rate | 99.2% | 86.1%+13.1pp | 87.7%+11.5pp | 70.7%+28.5pp |
| Annual return | 15.73% | 18.68%-3.0pp | 48.32%-32.6pp | 28.51%-12.8pp |
| Employer contribution / active EE | $4,289 | $3,712+15.5% | $5,918-27.5% | $2,270+88.9% |
| Participant deferral / active EE | $6,096 | $5,829+4.6% | $7,714-21.0% | $3,740+63.0% |
| Admin fee / account holder | $228 | $596-61.7% | $12,427-98.2% | $513-55.5% |