Filed November 8, 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.
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 | $192,121 | $79,523+141.6% | $140,016+37.2% | $56,287+241.3% |
| Participation rate | 99.2% | 85.7%+13.5pp | 87.5%+11.7pp | 69.9%+29.4pp |
| Annual return | -2.55% | 2.39%-4.9pp | 651.12%-653.7pp | -9.96%+7.4pp |
| Employer contribution / active EE | $11,473 | $3,350+242.5% | $5,606+104.7% | $2,111+443.5% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $614-100.0% | $10,705-100.0% | $521-100.0% |