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 | $143,467 | $140,190+2.3% | $115,756+23.9% | $77,904+84.2% |
| Participation rate | 99.8% | 81.0%+18.8pp | 77.1%+22.7pp | 73.7%+26.1pp |
| Annual return | 2.67% | -13.46%+16.1pp | 143.14%-140.5pp | 12.21%-9.5pp |
| Employer contribution / active EE | $0 | $3,169-100.0% | $3,793-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $0 | $5,401-100.0% | $6,254-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $138-100.0% | $8,124-100.0% | $133-100.0% |