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.
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 | $157,008 | $100,179+56.7% | $84,015+86.9% | $89,569+75.3% |
| Participation rate | 99.4% | 54.1%+45.3pp | 69.0%+30.4pp | 69.6%+29.8pp |
| Annual return | 27.62% | 22.50%+5.1pp | 71.31%-43.7pp | 34.56%-6.9pp |
| Employer contribution / active EE | $5,256 | $816+543.8% | $1,983+165.0% | $2,584+103.4% |
| Participant deferral / active EE | $3,651 | $1,459+150.2% | $3,239+12.7% | $4,220-13.5% |
| Admin fee / account holder | $0 | $72-100.0% | $6,101-100.0% | $72-100.0% |