Filed July 11, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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.
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 | $60,928 | $43,423+40.3% | $78,689-22.6% | $55,167+10.4% |
| Participation rate | 81.9% | 68.0%+13.9pp | 73.6%+8.3pp | 69.0%+12.9pp |
| Annual return | 1.28% | 11.53%-10.2pp | 62.18%-60.9pp | 169.23%-167.9pp |
| Employer contribution / active EE | $4,078 | $1,997+104.2% | $2,851+43.1% | $1,963+107.8% |
| Participant deferral / active EE | $4,912 | $2,509+95.8% | $3,517+39.7% | $3,054+60.8% |
| Admin fee / account holder | $15 | $416-96.4% | $4,510-99.7% | $504-97.0% |