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 | $65,251 | $80,177-18.6% | $123,892-47.3% | $57,658+13.2% |
| Participation rate | 88.2% | 74.4%+13.8pp | 81.4%+6.8pp | 70.2%+18.0pp |
| Annual return | 16.86% | 17.90%-1.0pp | 47.52%-30.7pp | 5.13%+11.7pp |
| Employer contribution / active EE | $1,489 | $2,913-48.9% | $4,617-67.8% | $1,974-24.6% |
| Participant deferral / active EE | $5,093 | $5,130-0.7% | $5,984-14.9% | $3,061+66.4% |
| Admin fee / account holder | $60 | $106-43.1% | $8,357-99.3% | $95-36.1% |