Filed October 7, 2021 (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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $28,850 | $51,466-43.9% | $78,778-63.4% | $62,292-53.7% |
| Participation rate | 71.7% | 59.8%+11.9pp | 69.2%+2.5pp | 69.5%+2.1pp |
| Annual return | 17.33% | 19.96%-2.6pp | 35.62%-18.3pp | 28.90%-11.6pp |
| Employer contribution / active EE | $336 | $827-59.4% | $1,986-83.1% | $2,042-83.6% |
| Participant deferral / active EE | $2,243 | $2,147+4.5% | $2,958-24.2% | $3,169-29.2% |
| Admin fee / account holder | $0 | $489-100.0% | $5,134-100.0% | $479-100.0% |