Filed November 3, 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 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,748 | $102,553-35.9% | $151,611-56.6% | $66,914-1.7% |
| Participation rate | 81.0% | 85.5%-4.5pp | 87.5%-6.5pp | 69.8%+11.2pp |
| Annual return | -13.57% | -10.82%-2.7pp | 3.33%-16.9pp | 1.58%-15.1pp |
| Employer contribution / active EE | $3,457 | $4,180-17.3% | $6,166-43.9% | $2,544+35.9% |
| Participant deferral / active EE | $7,947 | $6,641+19.7% | $8,363-5.0% | $4,237+87.6% |
| Admin fee / account holder | $17 | $630-97.4% | $11,616-99.9% | $593-97.2% |