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 | $43,869 | $65,322-32.8% | $70,449-37.7% | $73,488-40.3% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 14.32% | 15.71%-1.4pp | 109.03%-94.7pp | 28.51%-14.2pp |
| Employer contribution / active EE | $4,863 | $2,460+97.7% | $2,737+77.7% | $2,270+114.2% |
| Participant deferral / active EE | $4,690 | $3,375+39.0% | $3,709+26.5% | $3,740+25.4% |
| Admin fee / account holder | $6 | $214-97.4% | $3,845-99.9% | $513-98.9% |