Filed May 10, 2018 (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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,002 | $51,769-73.0% | $57,343-75.6% | $52,331-73.2% |
| Participation rate | 99.4% | 75.2%+24.2pp | 75.1%+24.3pp | 68.1%+31.3pp |
| Annual return | -0.22% | 2.43%-2.6pp | 24.39%-24.6pp | 4.54%-4.8pp |
| Employer contribution / active EE | $3,367 | $2,335+44.2% | $2,689+25.2% | $1,882+78.9% |
| Participant deferral / active EE | $0 | $2,794-100.0% | $3,162-100.0% | $3,022-100.0% |
| Admin fee / account holder | $6 | $295-98.0% | $3,356-99.8% | $592-99.0% |