Filed October 19, 2017 (most recent of 2 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $557,115 | $117,025+376.1% | $91,541+508.6% | $85,563+551.1% |
| Participation rate | 99.8% | 64.2%+35.6pp | 69.8%+30.0pp | 66.0%+33.8pp |
| Annual return | 25.47% | 18.02%+7.4pp | 20.50%+5.0pp | 31.51%-6.0pp |
| Employer contribution / active EE | $8,863 | $2,120+318.0% | $2,505+253.9% | $2,654+234.0% |
| Participant deferral / active EE | $0 | $3,446-100.0% | $4,008-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $1,242-100.0% | $6,956-100.0% | $834-100.0% |