Filed August 14, 2017
Total covered: 2 employees
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 | $135,101 | $68,408+97.5% | $57,179+136.3% | $57,658+134.3% |
| Participation rate | 98.6% | 79.1%+19.5pp | 75.3%+23.3pp | 70.2%+28.4pp |
| Annual return | 6.71% | 8.51%-1.8pp | 14.59%-7.9pp | 5.13%+1.6pp |
| Employer contribution / active EE | $3,187 | $2,869+11.1% | $2,682+18.8% | $1,974+61.5% |
| Participant deferral / active EE | $4,064 | $2,903+40.0% | $3,096+31.3% | $3,061+32.8% |
| Admin fee / account holder | $9 | $70-87.4% | $3,139-99.7% | $95-90.7% |