Filed April 16, 2018 (most recent of 6 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.
See 1 actuary disclosure. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,491,905-100.0% | $198,173-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 5.3%-5.3pp |
| Annual return | 14.33% | 14.29%0pp | 10.16%+4.2pp | 1057.21%-1042.9pp |
| Employer contribution / active EE | $9,818 | $6,552+49.8% | $33,192-70.4% | $14,374-31.7% |
| Participant deferral / active EE | $173 | $216-20.0% | $66+163.2% | $351-50.7% |
| Admin fee / account holder | $0 | $81,210-100.0% | $7,531-100.0% | $81,210-100.0% |