Filed July 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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,060,308 | $106,028+900.0% | $146,958+621.5% | $77,643+1265.6% |
| Participation rate | 99.0% | 78.4%+20.7pp | 82.2%+16.9pp | 70.6%+28.4pp |
| Annual return | 12.41% | 56.73%-44.3pp | 418.34%-405.9pp | 31.24%-18.8pp |
| Employer contribution / active EE | $36,980 | $4,063+810.2% | $4,933+649.7% | $2,726+1256.7% |
| Participant deferral / active EE | $18,452 | $7,990+130.9% | $8,070+128.7% | $4,647+297.1% |
| Admin fee / account holder | $0 | $337-100.0% | $12,998-100.0% | $430-100.0% |