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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,767 | $60,795-32.9% | $69,455-41.3% | $65,185-37.5% |
| Participation rate | 91.9% | 74.9%+17.0pp | 74.6%+17.3pp | 70.2%+21.7pp |
| Annual return | 2.70% | 17.46%-14.8pp | 28.97%-26.3pp | 29.38%-26.7pp |
| Employer contribution / active EE | $3,283 | $2,452+33.9% | $2,779+18.1% | $2,177+50.8% |
| Participant deferral / active EE | $4,179 | $3,162+32.2% | $3,535+18.2% | $3,514+18.9% |
| Admin fee / account holder | $7 | $314-97.8% | $3,839-99.8% | $847-99.2% |