Filed October 1, 2021 (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 | $23,091 | $65,322-64.7% | $70,449-67.2% | $73,488-68.6% |
| Participation rate | 73.8% | 77.0%-3.1pp | 75.1%-1.2pp | 70.7%+3.2pp |
| Annual return | 15.77% | 15.71%+0.1pp | 109.03%-93.3pp | 28.51%-12.7pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,737-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,250 | $3,375-3.7% | $3,709-12.4% | $3,740-13.1% |
| Admin fee / account holder | $0 | $214-100.0% | $3,845-100.0% | $513-100.0% |