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 | $221,325 | $55,785+296.7% | $96,562+129.2% | $106,520+107.8% |
| Participation rate | 99.4% | 53.4%+46.0pp | 69.8%+29.6pp | 71.3%+28.1pp |
| Annual return | 36.86% | 17.66%+19.2pp | 37.78%-0.9pp | 19.28%+17.6pp |
| Employer contribution / active EE | $6,911 | $1,042+563.4% | $2,356+193.3% | $2,840+143.3% |
| Participant deferral / active EE | $4,302 | $1,782+141.4% | $3,849+11.8% | $4,948-13.1% |
| Admin fee / account holder | $0 | $59-100.0% | $6,181-100.0% | $75-100.0% |