Filed July 2, 2020 (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.
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 | $146,940 | $52,467+180.1% | $57,179+157.0% | $55,167+166.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 6.86% | 7.72%-0.9pp | 14.59%-7.7pp | 169.23%-162.4pp |
| Employer contribution / active EE | $8,915 | $2,477+259.9% | $2,682+232.3% | $1,963+354.2% |
| Participant deferral / active EE | $4,121 | $2,830+45.6% | $3,096+33.1% | $3,054+34.9% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |