Filed November 29, 2016
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,539 | $64,348-1.3% | $90,160-29.5% | $70,131-9.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 13.62% | 28.13%-14.5pp | 34.88%-21.3pp | 73.14%-59.5pp |
| Employer contribution / active EE | $3,791 | $2,046+85.3% | $3,318+14.3% | $2,342+61.8% |
| Participant deferral / active EE | $5,637 | $4,389+28.4% | $5,288+6.6% | $3,332+69.2% |
| Admin fee / account holder | $33 | $3,944-99.2% | $5,943-99.4% | $4,645-99.3% |