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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $349,264 | $69,823+400.2% | $77,163+352.6% | $74,419+369.3% |
| Participation rate | 99.6% | 70.0%+29.6pp | 69.6%+30.0pp | 70.7%+28.9pp |
| Annual return | 8.21% | 19.98%-11.8pp | 37.87%-29.7pp | 34.38%-26.2pp |
| Employer contribution / active EE | $6,808 | $2,150+216.6% | $2,535+168.6% | $2,637+158.1% |
| Participant deferral / active EE | $0 | $3,558-100.0% | $3,833-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $398-100.0% | $5,472-100.0% | $348-100.0% |