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 | $106,676 | $84,948+25.6% | $70,449+51.4% | $73,409+45.3% |
| Participation rate | 99.2% | 79.9%+19.2pp | 75.1%+24.1pp | 72.2%+27.0pp |
| Annual return | 13.11% | 13.39%-0.3pp | 109.03%-95.9pp | 59.29%-46.2pp |
| Employer contribution / active EE | $3,263 | $2,834+15.1% | $2,737+19.2% | $2,234+46.1% |
| Participant deferral / active EE | $5,207 | $3,387+53.7% | $3,709+40.4% | $3,805+36.8% |
| Admin fee / account holder | $0 | $98-100.0% | $3,845-100.0% | $158-100.0% |