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 | $282,943 | $57,150+395.1% | $93,606+202.3% | $106,382+166.0% |
| Participation rate | 99.2% | 49.1%+50.1pp | 68.7%+30.5pp | 69.9%+29.4pp |
| Annual return | 17.18% | 15.81%+1.4pp | 133.20%-116.0pp | 17.37%-0.2pp |
| Employer contribution / active EE | $9,896 | $1,015+874.8% | $2,420+308.9% | $3,364+194.2% |
| Participant deferral / active EE | $4,991 | $1,853+169.4% | $4,411+13.1% | $5,569-10.4% |
| Admin fee / account holder | $0 | $64-100.0% | $8,285-100.0% | $79-100.0% |