Filed November 8, 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 9-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 | $120,739 | $74,552+62.0% | $62,995+91.7% | $69,631+73.4% |
| Participation rate | 97.2% | 78.3%+19.0pp | 74.8%+22.4pp | 70.7%+26.6pp |
| Annual return | 15.38% | 15.77%-0.4pp | 87.57%-72.2pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $4,733 | $2,929+61.6% | $2,759+71.6% | $2,032+132.9% |
| Participant deferral / active EE | $5,713 | $2,974+92.1% | $3,329+71.6% | $3,224+77.2% |
| Admin fee / account holder | $0 | $59-99.8% | $3,600-100.0% | $110-99.9% |