Filed January 4, 2018 (most recent of 3 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 | $42,321 | $55,002-23.1% | $59,878-29.3% | $56,287-24.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | 11.25% | 1.13%+10.1pp | 3.46%+7.8pp | -9.96%+21.2pp |
| Employer contribution / active EE | $3,525 | $2,448+44.0% | $2,722+29.5% | $2,111+67.0% |
| Participant deferral / active EE | $4,670 | $3,121+49.6% | $3,402+37.3% | $3,350+39.4% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |