Filed November 17, 2017 (most recent of 3 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $21,698 | $54,237-60.0% | $90,281-76.0% | $67,579-67.9% |
| Participation rate | 69.8% | 68.6%+1.1pp | 73.3%-3.5pp | 71.3%-1.5pp |
| Annual return | 16.93% | 37.27%-20.3pp | 78.10%-61.2pp | 378.56%-361.6pp |
| Employer contribution / active EE | $2,513 | $1,846+36.1% | $2,854-12.0% | $2,148+17.0% |
| Participant deferral / active EE | $0 | $2,625-100.0% | $3,885-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $5,351-100.0% | $142-100.0% |