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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $295,888 | $55,790+430.4% | $76,817+285.2% | $67,579+337.8% |
| Participation rate | 100.0% | 71.1%+28.9pp | 72.1%+27.9pp | 71.3%+28.7pp |
| Annual return | 5.03% | 64.45%-59.4pp | 1166.11%-1161.1pp | 378.56%-373.5pp |
| Employer contribution / active EE | $3,516 | $1,810+94.2% | $2,302+52.7% | $2,148+63.7% |
| Participant deferral / active EE | $0 | $2,875-100.0% | $3,336-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $159-100.0% | $6,420-100.0% | $142-100.0% |