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 | $101,438 | $49,227+106.1% | $70,449+44.0% | $79,858+27.0% |
| Participation rate | 94.7% | 69.2%+25.6pp | 75.1%+19.7pp | 69.6%+25.1pp |
| Annual return | 16.01% | 30.06%-14.0pp | 109.03%-93.0pp | 31.71%-15.7pp |
| Employer contribution / active EE | $7,589 | $2,099+261.6% | $2,737+177.3% | $2,471+207.1% |
| Participant deferral / active EE | $5,284 | $2,768+90.9% | $3,709+42.5% | $3,740+41.3% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,845-100.0% | $5,306-100.0% |