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 | $76,002 | $43,327+75.4% | $59,878+26.9% | $64,186+18.4% |
| Participation rate | 89.7% | 69.2%+20.6pp | 74.7%+15.0pp | 69.6%+20.2pp |
| Annual return | -3.57% | -1.55%-2.0pp | 3.46%-7.0pp | 7.63%-11.2pp |
| Employer contribution / active EE | $5,724 | $2,028+182.2% | $2,722+110.3% | $2,381+140.4% |
| Participant deferral / active EE | $4,318 | $2,546+69.6% | $3,402+26.9% | $3,470+24.5% |
| Admin fee / account holder | $0 | $3,005-100.0% | $3,590-100.0% | $4,888-100.0% |