Filed June 14, 2019 (most recent of 4 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $106,966 | $59,535+79.7% | $90,160+18.6% | $62,292+71.7% |
| Participation rate | 90.2% | 73.0%+17.1pp | 76.9%+13.3pp | 69.5%+20.7pp |
| Annual return | 14.25% | 23.53%-9.3pp | 34.88%-20.6pp | 28.90%-14.7pp |
| Employer contribution / active EE | $2,387 | $1,826+30.8% | $3,318-28.1% | $2,042+16.9% |
| Participant deferral / active EE | $2,881 | $4,639-37.9% | $5,288-45.5% | $3,169-9.1% |
| Admin fee / account holder | $0 | $337-100.0% | $5,943-100.0% | $479-100.0% |