Filed September 14, 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.
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 | $69,334 | $60,795+14.0% | $69,455-0.2% | $65,185+6.4% |
| Participation rate | 98.4% | 74.9%+23.5pp | 74.6%+23.8pp | 70.2%+28.2pp |
| Annual return | 6.17% | 17.46%-11.3pp | 28.97%-22.8pp | 29.38%-23.2pp |
| Employer contribution / active EE | $2,364 | $2,452-3.6% | $2,779-14.9% | $2,177+8.6% |
| Participant deferral / active EE | $3,660 | $3,162+15.8% | $3,535+3.5% | $3,514+4.2% |
| Admin fee / account holder | $0 | $314-100.0% | $3,839-100.0% | $847-100.0% |