Filed December 6, 2019
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $24,696 | $43,423-43.1% | $78,689-68.6% | $55,167-55.2% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 0.56% | 11.53%-11.0pp | 62.18%-61.6pp | 169.23%-168.7pp |
| Employer contribution / active EE | $2,052 | $1,997+2.8% | $2,851-28.0% | $1,963+4.6% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,517-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $416-99.9% | $4,510-100.0% | $504-99.9% |