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 | $148,135 | $84,948+74.4% | $70,449+110.3% | $73,409+101.8% |
| Participation rate | 94.9% | 79.9%+14.9pp | 75.1%+19.8pp | 72.2%+22.7pp |
| Annual return | 15.04% | 13.39%+1.7pp | 109.03%-94.0pp | 59.29%-44.3pp |
| Employer contribution / active EE | $5,030 | $2,834+77.5% | $2,737+83.8% | $2,234+125.2% |
| Participant deferral / active EE | $6,143 | $3,387+81.4% | $3,709+65.7% | $3,805+61.4% |
| Admin fee / account holder | $0 | $98-99.9% | $3,845-100.0% | $158-99.9% |