Filed February 23, 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $61,374 | $75,183-18.4% | $123,892-50.5% | $55,167+11.3% |
| Participation rate | 81.7% | 72.8%+8.9pp | 81.4%+0.3pp | 69.0%+12.7pp |
| Annual return | 8.03% | 19.01%-11.0pp | 47.52%-39.5pp | 169.23%-161.2pp |
| Employer contribution / active EE | $3,056 | $2,823+8.2% | $4,617-33.8% | $1,963+55.7% |
| Participant deferral / active EE | $6,112 | $5,084+20.2% | $5,984+2.1% | $3,054+100.1% |
| Admin fee / account holder | $12 | $663-98.2% | $8,357-99.9% | $504-97.6% |