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 | $54,269 | $55,002-1.3% | $59,878-9.4% | $56,287-3.6% |
| Participation rate | 99.1% | 75.9%+23.2pp | 74.7%+24.4pp | 69.9%+29.2pp |
| Annual return | -5.12% | 1.13%-6.3pp | 3.46%-8.6pp | -9.96%+4.8pp |
| Employer contribution / active EE | $5,409 | $2,448+121.0% | $2,722+98.8% | $2,111+156.2% |
| Participant deferral / active EE | $5,552 | $3,121+77.9% | $3,402+63.2% | $3,350+65.7% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |