Filed September 9, 2019 (most recent of 2 filings on file)
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,669 | $73,397+165.2% | $178,014+9.4% | $74,546+161.1% |
| Participation rate | 96.4% | 66.6%+29.8pp | 77.1%+19.3pp | 67.2%+29.2pp |
| Annual return | -8.25% | 17.49%-25.7pp | 294.80%-303.1pp | 1366.03%-1374.3pp |
| Employer contribution / active EE | $18,974 | $2,217+755.6% | $3,950+380.3% | $2,624+623.0% |
| Participant deferral / active EE | $0 | $4,512-100.0% | $6,276-100.0% | $4,347-100.0% |
| Admin fee / account holder | $13 | $1,809-99.3% | $10,362-99.9% | $1,944-99.3% |