Filed September 28, 2015 (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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,737 | $64,307+64.4% | $57,343+84.4% | $125,391-15.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.47% | 25.12%-23.7pp | 24.39%-22.9pp | 282.22%-280.8pp |
| Employer contribution / active EE | $7,276 | $3,193+127.9% | $2,689+170.6% | $4,866+49.5% |
| Participant deferral / active EE | $7,334 | $3,848+90.6% | $3,162+131.9% | $5,352+37.1% |
| Admin fee / account holder | $162 | $5,242-96.9% | $3,356-95.2% | $9,540-98.3% |