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 | $73,394 | $79,124-7.2% | $60,874+20.6% | $64,808+13.2% |
| Participation rate | 97.1% | 77.7%+19.4pp | 73.1%+24.0pp | 71.5%+25.7pp |
| Annual return | -12.04% | -7.13%-4.9pp | 16.90%-28.9pp | 32.82%-44.9pp |
| Employer contribution / active EE | $2,320 | $3,050-23.9% | $2,701-14.1% | $2,506-7.4% |
| Participant deferral / active EE | $3,676 | $3,725-1.3% | $3,817-3.7% | $4,310-14.7% |
| Admin fee / account holder | $0 | $106-99.7% | $3,224-100.0% | $188-99.8% |