Filed September 9, 2015 (most recent of 3 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 | $148,778 | $51,769+187.4% | $57,343+159.5% | $52,331+184.3% |
| Participation rate | 94.7% | 75.2%+19.5pp | 75.1%+19.6pp | 68.1%+26.6pp |
| Annual return | 1.88% | 2.43%-0.5pp | 24.39%-22.5pp | 4.54%-2.7pp |
| Employer contribution / active EE | $3,256 | $2,335+39.5% | $2,689+21.1% | $1,882+73.1% |
| Participant deferral / active EE | $3,957 | $2,794+41.6% | $3,162+25.1% | $3,022+30.9% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |