Filed April 11, 1
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 | $72,180 | $41,854+72.5% | $73,843-2.3% | $52,331+37.9% |
| Participation rate | 84.6% | 66.2%+18.4pp | 73.4%+11.2pp | 68.1%+16.5pp |
| Annual return | -0.25% | 2.11%-2.4pp | 2267.84%-2268.1pp | 4.54%-4.8pp |
| Employer contribution / active EE | $1,874 | $1,920-2.4% | $2,787-32.8% | $1,882-0.4% |
| Participant deferral / active EE | $2,577 | $2,498+3.2% | $3,583-28.1% | $3,022-14.7% |
| Admin fee / account holder | $0 | $493-100.0% | $4,880-100.0% | $592-100.0% |