Filed October 31, 2019 (most recent of 3 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 | $50,048 | $68,408-26.8% | $57,179-12.5% | $57,658-13.2% |
| Participation rate | 97.7% | 79.1%+18.5pp | 75.3%+22.3pp | 70.2%+27.5pp |
| Annual return | 5.49% | 8.51%-3.0pp | 14.59%-9.1pp | 5.13%+0.4pp |
| Employer contribution / active EE | $2,879 | $2,869+0.3% | $2,682+7.3% | $1,974+45.8% |
| Participant deferral / active EE | $1,855 | $2,903-36.1% | $3,096-40.1% | $3,061-39.4% |
| Admin fee / account holder | $0 | $70-100.0% | $3,139-100.0% | $95-100.0% |