Filed October 21, 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 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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,896 | $72,607-94.6% | $90,749-95.7% | $66,914-94.2% |
| Participation rate | 98.9% | 73.7%+25.3pp | 75.7%+23.2pp | 69.8%+29.1pp |
| Annual return | -58.72% | -12.28%-46.4pp | -12.16%-46.6pp | 1.58%-60.3pp |
| Employer contribution / active EE | $1,352 | $2,369-42.9% | $2,921-53.7% | $2,544-46.9% |
| Participant deferral / active EE | $0 | $3,977-100.0% | $4,564-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $707-100.0% | $8,445-100.0% | $593-100.0% |