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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $173,647 | $48,464+258.3% | $90,951+90.9% | $106,222+63.5% |
| Participation rate | 99.6% | 53.1%+46.4pp | 69.0%+30.5pp | 70.8%+28.7pp |
| Annual return | 11.38% | 16.72%-5.3pp | 134.60%-123.2pp | 21.69%-10.3pp |
| Employer contribution / active EE | $6,801 | $939+623.9% | $2,122+220.5% | $2,723+149.7% |
| Participant deferral / active EE | $4,026 | $1,510+166.7% | $3,373+19.4% | $4,600-12.5% |
| Admin fee / account holder | $0 | $58-100.0% | $5,959-100.0% | $78-100.0% |