Filed June 24, 2015 (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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,195 | $98,982+4.3% | $162,163-36.4% | $65,185+58.3% |
| Participation rate | 90.6% | 85.8%+4.8pp | 87.6%+3.0pp | 70.2%+20.4pp |
| Annual return | 26.78% | 24.84%+1.9pp | 115.59%-88.8pp | 29.38%-2.6pp |
| Employer contribution / active EE | $4,093 | $3,467+18.1% | $5,614-27.1% | $2,177+88.0% |
| Participant deferral / active EE | $5,502 | $5,384+2.2% | $7,298-24.6% | $3,514+56.6% |
| Admin fee / account holder | $3 | $596-99.5% | $10,843-100.0% | $847-99.6% |