Filed June 10, 2015
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 | $83,267 | $53,127+56.7% | $86,590-3.8% | $70,131+18.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 13.14% | 27.66%-14.5pp | 964.84%-951.7pp | 73.14%-60.0pp |
| Employer contribution / active EE | $11,361 | $2,068+449.3% | $2,839+300.1% | $2,342+385.0% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $8 | $3,585-99.8% | $4,906-99.8% | $4,645-99.8% |