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 | $126,080 | $60,124+109.7% | $90,404+39.5% | $79,858+57.9% |
| Participation rate | 85.4% | 65.0%+20.4pp | 72.7%+12.7pp | 69.6%+15.8pp |
| Annual return | 113.96% | 71.94%+42.0pp | 1293.02%-1179.1pp | 31.71%+82.2pp |
| Employer contribution / active EE | $5,996 | $2,068+190.0% | $3,262+83.8% | $2,471+142.7% |
| Participant deferral / active EE | $7,246 | $2,938+146.6% | $3,963+82.8% | $3,740+93.7% |
| Admin fee / account holder | $49 | $3,976-98.8% | $5,611-99.1% | $5,306-99.1% |