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 | $127,160 | $60,795+109.2% | $69,455+83.1% | $65,185+95.1% |
| Participation rate | 98.2% | 74.9%+23.4pp | 74.6%+23.6pp | 70.2%+28.0pp |
| Annual return | 17.48% | 17.46%0pp | 28.97%-11.5pp | 29.38%-11.9pp |
| Employer contribution / active EE | $5,525 | $2,452+125.3% | $2,779+98.8% | $2,177+153.8% |
| Participant deferral / active EE | $6,250 | $3,162+97.7% | $3,535+76.8% | $3,514+77.9% |
| Admin fee / account holder | $0 | $314-100.0% | $3,839-100.0% | $847-100.0% |