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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $329,576 | $48,261+582.9% | $68,793+379.1% | $55,725+491.4% |
| Participation rate | 99.7% | 71.0%+28.7pp | 72.2%+27.5pp | 70.9%+28.9pp |
| Annual return | 20.02% | -2.61%+22.6pp | -4.63%+24.6pp | 244.93%-224.9pp |
| Employer contribution / active EE | $3,714 | $1,742+113.1% | $2,625+41.5% | $2,078+78.7% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $3,311-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $126-100.0% | $5,131-100.0% | $115-100.0% |