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.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $348,454 | $100,227+247.7% | $169,993+105.0% | $74,419+368.2% |
| Participation rate | 99.6% | 87.3%+12.3pp | 87.0%+12.6pp | 70.7%+28.9pp |
| Annual return | 17.71% | 66.08%-48.4pp | 53.37%-35.7pp | 34.38%-16.7pp |
| Employer contribution / active EE | $10,934 | $4,263+156.5% | $6,785+61.1% | $2,637+314.6% |
| Participant deferral / active EE | $18,616 | $7,143+160.6% | $10,408+78.9% | $4,528+311.1% |
| Admin fee / account holder | $1 | $234-99.6% | $12,815-100.0% | $348-99.7% |