Filed July 2, 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 | $86,747 | $70,083+23.8% | $59,878+44.9% | $55,725+55.7% |
| Participation rate | 99.4% | 78.4%+21.0pp | 74.7%+24.7pp | 70.9%+28.5pp |
| Annual return | -3.49% | 3.13%-6.6pp | 3.46%-7.0pp | 244.93%-248.4pp |
| Employer contribution / active EE | $3,321 | $2,878+15.4% | $2,722+22.0% | $2,078+59.8% |
| Participant deferral / active EE | $5,235 | $3,079+70.0% | $3,402+53.9% | $3,356+56.0% |
| Admin fee / account holder | $0 | $70-100.0% | $3,590-100.0% | $115-100.0% |