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 | $110,584 | $70,475+56.9% | $100,516+10.0% | $79,858+38.5% |
| Participation rate | 87.5% | 73.7%+13.8pp | 79.4%+8.1pp | 69.6%+17.9pp |
| Annual return | 12.41% | 21.90%-9.5pp | 30.89%-18.5pp | 31.71%-19.3pp |
| Employer contribution / active EE | $2,746 | $2,165+26.9% | $3,418-19.7% | $2,471+11.1% |
| Participant deferral / active EE | $2,998 | $5,181-42.1% | $6,270-52.2% | $3,740-19.8% |
| Admin fee / account holder | $0 | $4,478-100.0% | $8,081-100.0% | $5,306-100.0% |