Filed January 4, 2018 (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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,735 | $57,976-57.3% | $62,995-60.7% | $62,292-60.3% |
| Participation rate | 97.3% | 75.9%+21.3pp | 74.8%+22.5pp | 69.5%+27.7pp |
| Annual return | 23.64% | 17.54%+6.1pp | 87.57%-63.9pp | 28.90%-5.3pp |
| Employer contribution / active EE | $2,403 | $2,415-0.5% | $2,759-12.9% | $2,042+17.7% |
| Participant deferral / active EE | $4,181 | $2,956+41.5% | $3,329+25.6% | $3,169+31.9% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |