Filed February 28, 2022 (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.
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 | $85,716 | $45,035+90.3% | $62,995+36.1% | $70,131+22.2% |
| Participation rate | 94.7% | 69.5%+25.2pp | 74.8%+19.9pp | 69.5%+25.2pp |
| Annual return | 87.33% | 18.76%+68.6pp | 87.57%-0.2pp | 73.14%+14.2pp |
| Employer contribution / active EE | $3,960 | $2,051+93.0% | $2,759+43.5% | $2,342+69.1% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |