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 | $108,664 | $55,002+97.6% | $59,878+81.5% | $56,287+93.1% |
| Participation rate | 98.7% | 75.9%+22.7pp | 74.7%+24.0pp | 69.9%+28.8pp |
| Annual return | -3.58% | 1.13%-4.7pp | 3.46%-7.0pp | -9.96%+6.4pp |
| Employer contribution / active EE | $5,186 | $2,448+111.9% | $2,722+90.6% | $2,111+145.7% |
| Participant deferral / active EE | $6,344 | $3,121+103.3% | $3,402+86.5% | $3,350+89.4% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |