Filed October 21, 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.
Participant contribution per participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $6,795 | $64,909-89.5% | $82,313-91.7% | $62,292-89.1% |
| Participation rate | 74.8% | 74.9%-0.1pp | 76.9%-2.1pp | 69.5%+5.2pp |
| Annual return | 18.04% | 21.18%-3.1pp | 25.88%-7.8pp | 28.90%-10.9pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $897 | $3,103-71.1% | $3,706-75.8% | $3,169-71.7% |
| Admin fee / account holder | $22 | $440-94.9% | $5,608-99.6% | $479-95.3% |