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 | $315,828 | $56,503+459.0% | $70,092+350.6% | $64,808+387.3% |
| Participation rate | 99.8% | 70.5%+29.3pp | 70.5%+29.3pp | 71.5%+28.3pp |
| Annual return | -2.75% | -13.44%+10.7pp | 190.73%-193.5pp | 32.82%-35.6pp |
| Employer contribution / active EE | $6,224 | $2,046+204.1% | $2,559+143.2% | $2,506+148.4% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $3,849-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $160-100.0% | $6,267-100.0% | $188-100.0% |