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.
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 | $88,180 | $95,542-7.7% | $69,455+27.0% | $67,579+30.5% |
| Participation rate | 54.6% | 79.4%-24.7pp | 74.6%-20.0pp | 71.3%-16.7pp |
| Annual return | 18.34% | 17.67%+0.7pp | 28.97%-10.6pp | 378.56%-360.2pp |
| Employer contribution / active EE | $1,772 | $2,989-40.7% | $2,779-36.2% | $2,148-17.5% |
| Participant deferral / active EE | $2,121 | $3,263-35.0% | $3,535-40.0% | $3,539-40.1% |
| Admin fee / account holder | $9 | $90-90.5% | $3,839-99.8% | $142-94.0% |