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 | $472,855 | $66,457+611.5% | $81,382+481.0% | $77,643+509.0% |
| Participation rate | 99.8% | 68.7%+31.1pp | 69.5%+30.3pp | 70.6%+29.2pp |
| Annual return | 36.26% | 15.93%+20.3pp | 24.73%+11.5pp | 31.24%+5.0pp |
| Employer contribution / active EE | $8,049 | $2,159+272.7% | $2,463+226.8% | $2,726+195.3% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $3,883-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $583-100.0% | $5,768-100.0% | $430-100.0% |