Filed November 27, 2018 (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 6-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,147 | $45,152+6.6% | $73,843-34.8% | $59,632-19.3% |
| Participation rate | 82.4% | 64.0%+18.3pp | 73.4%+8.9pp | 68.7%+13.7pp |
| Annual return | 2.18% | 27.40%-25.2pp | 2267.84%-2265.7pp | 2041.28%-2039.1pp |
| Employer contribution / active EE | $4,290 | $1,902+125.6% | $2,787+53.9% | $2,203+94.8% |
| Participant deferral / active EE | $8 | $2,574-99.7% | $3,583-99.8% | $3,192-99.8% |
| Admin fee / account holder | $0 | $3,516-100.0% | $4,880-100.0% | $4,297-100.0% |