Filed April 27, 2017
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $99,188 | $54,573+81.8% | $90,951+9.1% | $73,488+35.0% |
| Participation rate | 42.0% | 61.2%-19.2pp | 69.0%-27.0pp | 70.7%-28.7pp |
| Annual return | 16.19% | 16.69%-0.5pp | 134.60%-118.4pp | 28.51%-12.3pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,335 | $2,517-7.2% | $3,373-30.8% | $3,740-37.6% |
| Admin fee / account holder | $7 | $521-98.7% | $5,959-99.9% | $513-98.7% |