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 | $33,484 | $46,173-27.5% | $170,442-80.4% | $69,631-51.9% |
| Participation rate | 75.9% | 63.9%+12.0pp | 83.6%-7.7pp | 70.7%+5.2pp |
| Annual return | 15.81% | 21.62%-5.8pp | 205.93%-190.1pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $1,393 | $1,610-13.5% | $5,433-74.4% | $2,032-31.5% |
| Participant deferral / active EE | $3,496 | $2,080+68.0% | $4,939-29.2% | $3,224+8.4% |
| Admin fee / account holder | $17 | $116-85.7% | $13,880-99.9% | $110-85.0% |