Filed November 26, 2019 (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.
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 | $129,160 | $100,041+29.1% | $149,718-13.7% | $70,131+84.2% |
| Participation rate | 95.0% | 83.6%+11.4pp | 87.1%+7.9pp | 69.5%+25.5pp |
| Annual return | 17.57% | 27.43%-9.9pp | 1501.63%-1484.1pp | 73.14%-55.6pp |
| Employer contribution / active EE | $3,865 | $3,662+5.6% | $5,445-29.0% | $2,342+65.0% |
| Participant deferral / active EE | $10,252 | $4,983+105.7% | $6,569+56.1% | $3,332+207.7% |
| Admin fee / account holder | $40 | $8,286-99.5% | $11,283-99.6% | $4,645-99.1% |