Filed September 8, 2016
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 9-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 | $49,551 | $65,322-24.1% | $70,449-29.7% | $73,488-32.6% |
| Participation rate | 99.1% | 77.0%+22.2pp | 75.1%+24.1pp | 70.7%+28.5pp |
| Annual return | 5.71% | 15.71%-10.0pp | 109.03%-103.3pp | 28.51%-22.8pp |
| Employer contribution / active EE | $3,236 | $2,460+31.5% | $2,737+18.2% | $2,270+42.5% |
| Participant deferral / active EE | $3,236 | $3,375-4.1% | $3,709-12.8% | $3,740-13.5% |
| Admin fee / account holder | $0 | $214-100.0% | $3,845-100.0% | $513-100.0% |