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 | $88,231 | $130,194-32.2% | $169,993-48.1% | $71,457+23.5% |
| Participation rate | 80.0% | 86.1%-6.1pp | 87.0%-7.0pp | 67.9%+12.1pp |
| Annual return | 19.32% | 20.37%-1.0pp | 53.37%-34.1pp | 28.85%-9.5pp |
| Employer contribution / active EE | $3,954 | $4,381-9.7% | $6,785-41.7% | $2,588+52.8% |
| Participant deferral / active EE | $8,486 | $6,923+22.6% | $10,408-18.5% | $4,289+97.9% |
| Admin fee / account holder | $23 | $966-97.6% | $12,815-99.8% | $1,587-98.6% |