Filed March 30, 2018 (most recent of 3 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 | $138,537 | $31,810+335.5% | $64,105+116.1% | $59,188+134.1% |
| Participation rate | 72.5% | 57.7%+14.8pp | 68.2%+4.3pp | 69.4%+3.1pp |
| Annual return | 3.89% | 9.41%-5.5pp | 791.24%-787.4pp | 5.51%-1.6pp |
| Employer contribution / active EE | $289 | $659-56.1% | $1,820-84.1% | $2,098-86.2% |
| Participant deferral / active EE | $1,753 | $1,582+10.8% | $2,822-37.9% | $3,265-46.3% |
| Admin fee / account holder | -$8 | $57-114.7% | $4,499-100.2% | $92-109.1% |