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 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 10.44% | 13.80%-3.4pp | 90.60%-80.2pp | 13.80%-3.4pp |
| Employer contribution / active EE | $15,938 | $10,386+53.5% | $32,727-51.3% | $10,386+53.5% |
| Participant deferral / active EE | $340 | $448-24.2% | $40+758.1% | $448-24.2% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |