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 | $89,140 | $50,637+76.0% | $86,590+2.9% | $62,292+43.1% |
| Participation rate | 83.0% | 67.9%+15.1pp | 73.5%+9.4pp | 69.5%+13.4pp |
| Annual return | 14.22% | 20.80%-6.6pp | 964.84%-950.6pp | 28.90%-14.7pp |
| Employer contribution / active EE | $1,975 | $2,075-4.8% | $2,839-30.4% | $2,042-3.3% |
| Participant deferral / active EE | $2,686 | $2,611+2.9% | $3,609-25.6% | $3,169-15.3% |
| Admin fee / account holder | $0 | $413-100.0% | $4,906-100.0% | $479-100.0% |