Filed July 17, 2019 (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 | $130,721 | $36,916+254.1% | $156,549-16.5% | $57,658+126.7% |
| Participation rate | 82.5% | 63.4%+19.0pp | 84.0%-1.5pp | 70.2%+12.2pp |
| Annual return | 7.32% | 12.38%-5.1pp | 32.23%-24.9pp | 5.13%+2.2pp |
| Employer contribution / active EE | $2,337 | $1,571+48.8% | $5,501-57.5% | $1,974+18.4% |
| Participant deferral / active EE | $4,281 | $1,926+122.3% | $4,871-12.1% | $3,061+39.9% |
| Admin fee / account holder | $21 | $82-74.0% | $13,027-99.8% | $95-77.3% |