Filed July 9, 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.
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 | $64,417 | $88,324-27.1% | $115,037-44.0% | $55,191+16.7% |
| Participation rate | 86.7% | 72.5%+14.2pp | 81.4%+5.3pp | 69.2%+17.5pp |
| Annual return | 1.09% | 6.30%-5.2pp | 26.14%-25.1pp | 10.78%-9.7pp |
| Employer contribution / active EE | $1,641 | $2,805-41.5% | $4,608-64.4% | $1,899-13.6% |
| Participant deferral / active EE | $4,982 | $5,042-1.2% | $6,026-17.3% | $3,046+63.5% |
| Admin fee / account holder | $38 | $105-64.3% | $8,175-99.5% | $91-58.5% |