Filed July 17, 2017 (most recent of 3 filings on file)
No plan names extracted from this filing.
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 6-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.
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 | $29,196 | $40,522-27.9% | $84,611-65.5% | $67,579-56.8% |
| Participation rate | 82.7% | 51.1%+31.6pp | 68.2%+14.5pp | 71.3%+11.4pp |
| Annual return | 0.00% | 32.72%-32.7pp | 258.74%-258.7pp | 378.56%-378.6pp |
| Employer contribution / active EE | $3,821 | $1,146+233.3% | $2,652+44.1% | $2,148+77.9% |
| Participant deferral / active EE | $0 | $2,132-100.0% | $3,899-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $4,912-100.0% | $142-100.0% |