Filed September 28, 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.
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 | $116,774 | $73,638+58.6% | $95,952+21.7% | $73,488+58.9% |
| Participation rate | 88.0% | 76.2%+11.9pp | 77.1%+10.9pp | 70.7%+17.3pp |
| Annual return | 16.29% | 16.78%-0.5pp | 91.61%-75.3pp | 28.51%-12.2pp |
| Employer contribution / active EE | $4,424 | $1,863+137.4% | $2,541+74.1% | $2,270+94.9% |
| Participant deferral / active EE | $7,447 | $3,617+105.9% | $4,167+78.7% | $3,740+99.1% |
| Admin fee / account holder | $25 | $482-94.9% | $6,795-99.6% | $513-95.2% |