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.
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 | $189,776 | $80,354+136.2% | $133,980+41.6% | $63,975+196.6% |
| Participation rate | 98.9% | 87.5%+11.4pp | 87.1%+11.9pp | 71.1%+27.8pp |
| Annual return | 5.90% | 13.11%-7.2pp | 29.30%-23.4pp | 48.65%-42.8pp |
| Employer contribution / active EE | $4,772 | $3,503+36.2% | $5,211-8.4% | $2,182+118.7% |
| Participant deferral / active EE | $4,772 | $5,239-8.9% | $6,282-24.0% | $3,356+42.2% |
| Admin fee / account holder | $0 | $69-100.0% | $9,324-100.0% | $70-100.0% |