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 | $99,298 | $95,542+3.9% | $69,455+43.0% | $67,579+46.9% |
| Participation rate | 99.1% | 79.4%+19.8pp | 74.6%+24.5pp | 71.3%+27.9pp |
| Annual return | 17.76% | 17.67%+0.1pp | 28.97%-11.2pp | 378.56%-360.8pp |
| Employer contribution / active EE | $3,248 | $2,989+8.7% | $2,779+16.9% | $2,148+51.2% |
| Participant deferral / active EE | $5,115 | $3,263+56.8% | $3,535+44.7% | $3,539+44.5% |
| Admin fee / account holder | $0 | $90-100.0% | $3,839-100.0% | $142-100.0% |