Filed May 10, 2018
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 9-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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $85,689 | $81,537+5.1% | $149,718-42.8% | $69,631+23.1% |
| Participation rate | 93.0% | 86.1%+6.9pp | 87.1%+5.9pp | 70.7%+22.3pp |
| Annual return | 11.47% | 22.79%-11.3pp | 1501.63%-1490.2pp | 27571.02%-27559.6pp |
| Employer contribution / active EE | $3,268 | $3,239+0.9% | $5,445-40.0% | $2,032+60.8% |
| Participant deferral / active EE | $3,011 | $4,994-39.7% | $6,569-54.2% | $3,224-6.6% |
| Admin fee / account holder | $0 | $107-100.0% | $11,283-100.0% | $110-100.0% |