Filed December 16, 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 | $114,874 | $89,739+28.0% | $149,718-23.3% | $62,292+84.4% |
| Participation rate | 98.0% | 85.1%+12.9pp | 87.1%+11.0pp | 69.5%+28.5pp |
| Annual return | 17.18% | 21.01%-3.8pp | 1501.63%-1484.5pp | 28.90%-11.7pp |
| Employer contribution / active EE | $3,493 | $3,233+8.0% | $5,445-35.8% | $2,042+71.0% |
| Participant deferral / active EE | $4,522 | $4,797-5.7% | $6,569-31.2% | $3,169+42.7% |
| Admin fee / account holder | $25 | $551-95.5% | $11,283-99.8% | $479-94.8% |