Filed August 20, 2020 (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 9-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 | $38,873 | $105,581-63.2% | $70,449-44.8% | $90,288-56.9% |
| Participation rate | 97.9% | 77.5%+20.4pp | 75.1%+22.9pp | 73.4%+24.6pp |
| Annual return | 17.77% | 14.78%+3.0pp | 109.03%-91.3pp | 53.97%-36.2pp |
| Employer contribution / active EE | $2,185 | $3,304-33.9% | $2,737-20.2% | $2,524-13.4% |
| Participant deferral / active EE | $2,495 | $3,813-34.6% | $3,709-32.7% | $4,232-41.0% |
| Admin fee / account holder | $94 | $68+38.8% | $3,845-97.6% | $114-17.8% |