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).
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 | $96,864 | $39,909+142.7% | $78,778+23.0% | $80,976+19.6% |
| Participation rate | 99.4% | 55.7%+43.7pp | 69.2%+30.2pp | 68.3%+31.2pp |
| Annual return | 16.80% | 23.47%-6.7pp | 35.62%-18.8pp | 22.91%-6.1pp |
| Employer contribution / active EE | $2,879 | $778+270.1% | $1,986+45.0% | $2,402+19.9% |
| Participant deferral / active EE | $2,917 | $1,359+114.7% | $2,958-1.4% | $3,848-24.2% |
| Admin fee / account holder | $0 | $50-100.0% | $5,134-100.0% | $67-100.0% |