Filed December 2, 2020 (most recent of 9 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $1,069,678 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,122 | $52,346-2.3% | $143,757-64.4% | $78,044-34.5% |
| Participation rate | 92.7% | 72.7%+20.0pp | 80.3%+12.4pp | 74.4%+18.2pp |
| Annual return | -12.14% | -14.19%+2.1pp | -0.04%-12.1pp | 10.87%-23.0pp |
| Employer contribution / active EE | $1,160 | $2,131-45.5% | $4,951-76.6% | $3,125-62.9% |
| Participant deferral / active EE | $5,255 | $3,800+38.3% | $5,637-6.8% | $5,084+3.4% |
| Admin fee / account holder | $119 | $63+87.7% | $14,673-99.2% | $79+50.8% |