Filed January 27, 2020 (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 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,547 | $164,864+1.6% | $453,369-63.0% | $93,030+80.1% |
| Participation rate | 99.9% | 84.2%+15.7pp | 78.0%+21.9pp | 73.9%+26.0pp |
| Annual return | 22.30% | 17.89%+4.4pp | 64.40%-42.1pp | 158.70%-136.4pp |
| Employer contribution / active EE | $0 | $3,519-100.0% | $4,070-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $0 | $5,690-100.0% | $6,209-100.0% | $4,562-100.0% |
| Admin fee / account holder | $0 | $104-100.0% | $11,209-100.0% | $152-100.0% |