Filed September 13, 2017 (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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,286 | $78,672+32.6% | $109,143-4.5% | $85,850+21.5% |
| Participation rate | 97.8% | 68.3%+29.5pp | 75.9%+21.9pp | 69.3%+28.4pp |
| Annual return | -9.95% | 25.09%-35.0pp | 25.75%-35.7pp | 318.53%-328.5pp |
| Employer contribution / active EE | $1,806 | $2,735-34.0% | $3,722-51.5% | $2,565-29.6% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $166 | $5,469-97.0% | $6,752-97.5% | $6,260-97.4% |