Filed February 19, 2020 (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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,604 | $64,612+58.8% | $86,436+18.7% | $64,808+58.3% |
| Participation rate | 94.6% | 81.5%+13.1pp | 80.3%+14.3pp | 71.5%+23.1pp |
| Annual return | -16.21% | 0.66%-16.9pp | 4394.89%-4411.1pp | 32.82%-49.0pp |
| Employer contribution / active EE | $8,361 | $2,744+204.7% | $3,769+121.9% | $2,506+233.6% |
| Participant deferral / active EE | $10,576 | $7,497+41.1% | $6,952+52.1% | $4,310+145.4% |
| Admin fee / account holder | $4 | $169-97.9% | $6,731-99.9% | $188-98.1% |