Filed January 13, 2015 (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 1 actuary disclosure. $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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 0.00% | 8.85%-8.8pp | 10.54%-10.5pp | 8.85%-8.8pp |
| Employer contribution / active EE | $3,600 | $8,529-57.8% | $26,782-86.6% | $8,529-57.8% |
| Participant deferral / active EE | $0 | $399-100.0% | $122-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |