Filed April 23, 2019 (most recent of 3 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 | $56,300 | $57,976-2.9% | $62,995-10.6% | $62,292-9.6% |
| Participation rate | 97.2% | 75.9%+21.2pp | 74.8%+22.4pp | 69.5%+27.7pp |
| Annual return | 13.82% | 17.54%-3.7pp | 87.57%-73.7pp | 28.90%-15.1pp |
| Employer contribution / active EE | $4,490 | $2,415+85.9% | $2,759+62.7% | $2,042+119.9% |
| Participant deferral / active EE | $4,311 | $2,956+45.9% | $3,329+29.5% | $3,169+36.0% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |