Filed December 29, 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 | $133,780 | $67,166+99.2% | $57,343+133.3% | $55,191+142.4% |
| Participation rate | 98.2% | 77.7%+20.5pp | 75.1%+23.1pp | 69.2%+29.1pp |
| Annual return | 2.23% | 4.22%-2.0pp | 24.39%-22.2pp | 10.78%-8.5pp |
| Employer contribution / active EE | $3,516 | $2,812+25.0% | $2,689+30.8% | $1,899+85.2% |
| Participant deferral / active EE | $4,161 | $2,835+46.8% | $3,162+31.6% | $3,046+36.6% |
| Admin fee / account holder | $0 | $44-100.0% | $3,356-100.0% | $91-100.0% |