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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,550 | $74,552-25.5% | $62,995-11.8% | $69,631-20.2% |
| Participation rate | 98.1% | 78.3%+19.9pp | 74.8%+23.3pp | 70.7%+27.4pp |
| Annual return | 11.63% | 15.77%-4.1pp | 87.57%-75.9pp | 27571.02%-27559.4pp |
| Employer contribution / active EE | $3,029 | $2,929+3.4% | $2,759+9.8% | $2,032+49.1% |
| Participant deferral / active EE | $1,872 | $2,974-37.1% | $3,329-43.8% | $3,224-41.9% |
| Admin fee / account holder | $0 | $59-100.0% | $3,600-100.0% | $110-100.0% |