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 | $120,654 | $98,982+21.9% | $162,163-25.6% | $65,185+85.1% |
| Participation rate | 99.1% | 85.8%+13.3pp | 87.6%+11.6pp | 70.2%+28.9pp |
| Annual return | 22.20% | 24.84%-2.6pp | 115.59%-93.4pp | 29.38%-7.2pp |
| Employer contribution / active EE | $3,767 | $3,467+8.7% | $5,614-32.9% | $2,177+73.1% |
| Participant deferral / active EE | $4,497 | $5,384-16.5% | $7,298-38.4% | $3,514+28.0% |
| Admin fee / account holder | $6 | $596-98.9% | $10,843-99.9% | $847-99.2% |