Filed November 20, 2015
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,499 | $57,976-0.8% | $62,995-8.7% | $62,292-7.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.82% | 17.54%-2.7pp | 87.57%-72.7pp | 28.90%-14.1pp |
| Employer contribution / active EE | $5,365 | $2,415+122.2% | $2,759+94.5% | $2,042+162.7% |
| Participant deferral / active EE | $5,501 | $2,956+86.1% | $3,329+65.2% | $3,169+73.6% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |