Filed November 20, 2018 (most recent of 2 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 9-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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,432 | $58,726+26.7% | $92,233-19.3% | $62,292+19.5% |
| Participation rate | 98.4% | 68.3%+30.1pp | 76.5%+21.9pp | 69.5%+28.9pp |
| Annual return | 501.10% | 43.62%+457.5pp | 176.28%+324.8pp | 28.90%+472.2pp |
| Employer contribution / active EE | $21,971 | $2,392+818.6% | $3,679+497.2% | $2,042+975.9% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |