Filed October 26, 2016 (most recent of 7 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,077 | $139,268+19.2% | $177,821-6.6% | $106,222+56.3% |
| Participation rate | 92.5% | 91.6%+0.9pp | 87.7%+4.7pp | 70.8%+21.7pp |
| Annual return | 14.75% | 17.20%-2.5pp | 48.32%-33.6pp | 21.69%-6.9pp |
| Employer contribution / active EE | $3,590 | $4,832-25.7% | $5,918-39.3% | $2,723+31.8% |
| Participant deferral / active EE | $7,787 | $7,227+7.7% | $7,714+0.9% | $4,600+69.3% |
| Admin fee / account holder | $42 | $97-56.2% | $12,427-99.7% | $78-45.9% |