Filed December 10, 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 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 | $19,291 | $46,173-58.2% | $170,442-88.7% | $69,631-72.3% |
| Participation rate | 80.2% | 63.9%+16.3pp | 83.6%-3.4pp | 70.7%+9.5pp |
| Annual return | 15.01% | 21.62%-6.6pp | 205.93%-190.9pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $1,207 | $1,610-25.0% | $5,433-77.8% | $2,032-40.6% |
| Participant deferral / active EE | $1,245 | $2,080-40.1% | $4,939-74.8% | $3,224-61.4% |
| Admin fee / account holder | $6 | $116-94.8% | $13,880-100.0% | $110-94.5% |