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 | $149,260 | $74,552+100.2% | $62,995+136.9% | $69,631+114.4% |
| Participation rate | 97.6% | 78.3%+19.4pp | 74.8%+22.8pp | 70.7%+26.9pp |
| Annual return | 14.18% | 15.77%-1.6pp | 87.57%-73.4pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $2,561 | $2,929-12.6% | $2,759-7.2% | $2,032+26.0% |
| Participant deferral / active EE | $3,879 | $2,974+30.4% | $3,329+16.5% | $3,224+20.3% |
| Admin fee / account holder | $0 | $59-100.0% | $3,600-100.0% | $110-100.0% |