Filed September 19, 2016 (most recent of 5 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 | $115,776 | $57,976+99.7% | $62,995+83.8% | $62,292+85.9% |
| Participation rate | 99.1% | 75.9%+23.2pp | 74.8%+24.3pp | 69.5%+29.6pp |
| Annual return | 14.41% | 17.54%-3.1pp | 87.57%-73.2pp | 28.90%-14.5pp |
| Employer contribution / active EE | $6,194 | $2,415+156.5% | $2,759+124.5% | $2,042+203.3% |
| Participant deferral / active EE | $4,728 | $2,956+60.0% | $3,329+42.0% | $3,169+49.2% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |