Filed February 23, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,270 | $53,412-11.5% | $68,509-31.0% | $52,331-9.7% |
| Participation rate | 99.0% | 71.7%+27.3pp | 74.7%+24.3pp | 68.1%+30.9pp |
| Annual return | 2898.57% | 3.42%+2895.1pp | 8.27%+2890.3pp | 4.54%+2894.0pp |
| Employer contribution / active EE | $6,396 | $1,607+298.0% | $2,278+180.8% | $1,882+239.9% |
| Participant deferral / active EE | $0 | $2,688-100.0% | $3,382-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $461-100.0% | $5,275-100.0% | $592-100.0% |