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 | $159,433 | $123,793+28.8% | $177,821-10.3% | $79,858+99.6% |
| Participation rate | 98.9% | 84.7%+14.2pp | 87.7%+11.2pp | 69.6%+29.3pp |
| Annual return | 15.49% | 22.82%-7.3pp | 48.32%-32.8pp | 31.71%-16.2pp |
| Employer contribution / active EE | $6,983 | $4,095+70.5% | $5,918+18.0% | $2,471+182.6% |
| Participant deferral / active EE | $11,284 | $5,956+89.5% | $7,714+46.3% | $3,740+201.7% |
| Admin fee / account holder | $36 | $7,243-99.5% | $12,427-99.7% | $5,306-99.3% |