Filed June 17, 2020 (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.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,341 | $77,577+276.8% | $101,794+187.2% | $140,769+107.7% |
| Participation rate | 99.3% | 56.8%+42.5pp | 69.2%+30.1pp | 74.2%+25.2pp |
| Annual return | 20.29% | 14.47%+5.8pp | 30.53%-10.2pp | 16.82%+3.5pp |
| Employer contribution / active EE | $9,536 | $1,318+623.7% | $2,289+316.6% | $3,906+144.1% |
| Participant deferral / active EE | $4,558 | $2,205+106.7% | $4,084+11.6% | $6,717-32.1% |
| Admin fee / account holder | $0 | $84-100.0% | $8,777-100.0% | $229-100.0% |