Filed August 14, 2019 (most recent of 3 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 5-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 | $175,371 | $75,760+131.5% | $123,104+42.5% | $59,188+196.3% |
| Participation rate | 98.6% | 86.0%+12.5pp | 86.8%+11.8pp | 69.4%+29.1pp |
| Annual return | 0.50% | 2.93%-2.4pp | 13.22%-12.7pp | 5.51%-5.0pp |
| Employer contribution / active EE | $9,431 | $3,415+176.1% | $5,151+83.1% | $2,098+349.5% |
| Participant deferral / active EE | $4,648 | $5,000-7.0% | $6,230-25.4% | $3,265+42.4% |
| Admin fee / account holder | $0 | $61-100.0% | $9,015-100.0% | $92-100.0% |