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.
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 | $98,598 | $61,214+61.1% | $83,333+18.3% | $56,287+75.2% |
| Participation rate | 91.6% | 72.6%+19.0pp | 77.8%+13.8pp | 69.9%+21.7pp |
| Annual return | -2.41% | 0.42%-2.8pp | 10.63%-13.0pp | -9.96%+7.5pp |
| Employer contribution / active EE | $2,221 | $1,925+15.4% | $3,379-34.3% | $2,111+5.2% |
| Participant deferral / active EE | $2,706 | $5,091-46.9% | $5,565-51.4% | $3,350-19.2% |
| Admin fee / account holder | $0 | $512-100.0% | $7,510-100.0% | $521-100.0% |