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 | $78,668 | $155,795-49.5% | $136,294-42.3% | $69,631+13.0% |
| Participation rate | 87.8% | 75.2%+12.5pp | 81.9%+5.9pp | 70.7%+17.1pp |
| Annual return | 23.25% | 232464.33%-232441.1pp | 5155.94%-5132.7pp | 27571.02%-27547.8pp |
| Employer contribution / active EE | $1,816 | $2,991-39.3% | $4,695-61.3% | $2,032-10.6% |
| Participant deferral / active EE | $5,493 | $5,394+1.8% | $6,247-12.1% | $3,224+70.4% |
| Admin fee / account holder | $115 | $128-10.2% | $9,243-98.8% | $110+4.3% |