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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,923 | $84,948-17.7% | $70,449-0.7% | $73,409-4.7% |
| Participation rate | 98.5% | 79.9%+18.5pp | 75.1%+23.4pp | 72.2%+26.3pp |
| Annual return | 5.81% | 13.39%-7.6pp | 109.03%-103.2pp | 59.29%-53.5pp |
| Employer contribution / active EE | $2,355 | $2,834-16.9% | $2,737-14.0% | $2,234+5.4% |
| Participant deferral / active EE | $3,603 | $3,387+6.4% | $3,709-2.8% | $3,805-5.3% |
| Admin fee / account holder | $0 | $98-99.5% | $3,845-100.0% | $158-99.7% |