Filed April 4, 2018 (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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $260,525 | $88,515+194.3% | $162,163+60.7% | $67,579+285.5% |
| Participation rate | 99.2% | 86.8%+12.4pp | 87.6%+11.7pp | 71.3%+28.0pp |
| Annual return | 22.97% | 27.04%-4.1pp | 115.59%-92.6pp | 378.56%-355.6pp |
| Employer contribution / active EE | $9,650 | $3,563+170.8% | $5,614+71.9% | $2,148+349.3% |
| Participant deferral / active EE | $15,273 | $5,724+166.8% | $7,298+109.3% | $3,539+331.5% |
| Admin fee / account holder | $1 | $124-99.3% | $10,843-100.0% | $142-99.4% |