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 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 | $59,782 | $54,762+9.2% | $90,281-33.8% | $72,985-18.1% |
| Participation rate | 95.8% | 65.1%+30.7pp | 73.3%+22.6pp | 69.5%+26.3pp |
| Annual return | 17.51% | 30.63%-13.1pp | 78.10%-60.6pp | 81.00%-63.5pp |
| Employer contribution / active EE | $5,667 | $2,092+170.8% | $2,854+98.5% | $2,440+132.2% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2 | $3,972-100.0% | $5,351-100.0% | $5,124-100.0% |