Filed September 17, 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,343 | $37,117-37.1% | $147,614-84.2% | $55,191-57.7% |
| Participation rate | 74.8% | 63.6%+11.2pp | 84.6%-9.8pp | 69.2%+5.6pp |
| Annual return | -0.55% | 3.44%-4.0pp | 61.98%-62.5pp | 10.78%-11.3pp |
| Employer contribution / active EE | $1,153 | $1,620-28.9% | $5,564-79.3% | $1,899-39.3% |
| Participant deferral / active EE | $3,013 | $1,985+51.7% | $4,895-38.5% | $3,046-1.1% |
| Admin fee / account holder | $14 | $86-84.1% | $11,611-99.9% | $91-85.0% |