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 | $103,169 | $63,355+62.8% | $91,989+12.2% | $72,985+41.4% |
| Participation rate | 88.8% | 72.5%+16.3pp | 78.6%+10.1pp | 69.5%+19.3pp |
| Annual return | 16.36% | 35.35%-19.0pp | 69.02%-52.7pp | 81.00%-64.6pp |
| Employer contribution / active EE | $2,618 | $2,116+23.8% | $3,452-24.1% | $2,440+7.3% |
| Participant deferral / active EE | $3,091 | $4,883-36.7% | $5,923-47.8% | $3,607-14.3% |
| Admin fee / account holder | $0 | $4,668-100.0% | $7,743-100.0% | $5,124-100.0% |