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 | $103,135 | $79,523+29.7% | $140,016-26.3% | $56,287+83.2% |
| Participation rate | 97.3% | 85.7%+11.6pp | 87.5%+9.8pp | 69.9%+27.5pp |
| Annual return | -5.49% | 2.39%-7.9pp | 651.12%-656.6pp | -9.96%+4.5pp |
| Employer contribution / active EE | $3,402 | $3,350+1.5% | $5,606-39.3% | $2,111+61.1% |
| Participant deferral / active EE | $4,404 | $5,129-14.1% | $6,927-36.4% | $3,350+31.5% |
| Admin fee / account holder | $8 | $614-98.7% | $10,705-99.9% | $521-98.5% |