Filed October 25, 2017 (most recent of 6 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 5-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.
See 1 actuary disclosure. $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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $40,289-100.0% | $219,466-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 4.2%-4.2pp |
| Annual return | 5.75% | 5.72%0pp | 5.00%+0.7pp | 10.64%-4.9pp |
| Employer contribution / active EE | $0 | $7,055-100.0% | $35,918-100.0% | $11,561-100.0% |
| Participant deferral / active EE | $0 | $269-100.0% | $75-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $13,204-100.0% | $312-100.0% |