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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,063 | $42,894+112.3% | $60,874+49.6% | $68,494+32.9% |
| Participation rate | 94.9% | 66.8%+28.1pp | 73.1%+21.8pp | 67.9%+27.0pp |
| Annual return | -17.00% | -13.98%-3.0pp | 16.90%-33.9pp | -7.84%-9.2pp |
| Employer contribution / active EE | $7,431 | $1,978+275.7% | $2,701+175.1% | $2,596+186.2% |
| Participant deferral / active EE | $5,930 | $2,867+106.8% | $3,817+55.4% | $4,027+47.2% |
| Admin fee / account holder | $2 | $3,101-99.9% | $3,224-99.9% | $5,403-100.0% |