Filed July 9, 2019 (most recent of 4 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 | $202,414 | $96,018+110.8% | $65,493+209.1% | $85,563+136.6% |
| Participation rate | 97.8% | 74.8%+22.9pp | 73.1%+24.7pp | 66.0%+31.8pp |
| Annual return | 13.46% | 14.51%-1.1pp | 982.45%-969.0pp | 31.51%-18.1pp |
| Employer contribution / active EE | $6,355 | $3,235+96.4% | $2,574+146.9% | $2,654+139.5% |
| Participant deferral / active EE | $5,965 | $4,055+47.1% | $3,961+50.6% | $4,375+36.3% |
| Admin fee / account holder | $107 | $271-60.3% | $5,028-97.9% | $834-87.1% |