Filed May 17, 2016 (most recent of 5 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 | $76,834 | $70,083+9.6% | $59,878+28.3% | $55,725+37.9% |
| Participation rate | 77.6% | 78.4%-0.7pp | 74.7%+2.9pp | 70.9%+6.8pp |
| Annual return | -3.05% | 3.13%-6.2pp | 3.46%-6.5pp | 244.93%-248.0pp |
| Employer contribution / active EE | $2,161 | $2,878-24.9% | $2,722-20.6% | $2,078+4.0% |
| Participant deferral / active EE | $2,860 | $3,079-7.1% | $3,402-15.9% | $3,356-14.8% |
| Admin fee / account holder | $0 | $70-100.0% | $3,590-100.0% | $115-100.0% |