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 | $61,554 | $55,002+11.9% | $59,878+2.8% | $56,287+9.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | 9.57% | 1.13%+8.4pp | 3.46%+6.1pp | -9.96%+19.5pp |
| Employer contribution / active EE | $4,214 | $2,448+72.1% | $2,722+54.8% | $2,111+99.6% |
| Participant deferral / active EE | $4,639 | $3,121+48.6% | $3,402+36.4% | $3,350+38.5% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |