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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,821 | $122,186+11.2% | $146,958-7.6% | $199,593-32.0% |
| Participation rate | 88.9% | 78.3%+10.6pp | 82.2%+6.7pp | 72.0%+16.9pp |
| Annual return | 11.47% | 30.56%-19.1pp | 418.34%-406.9pp | 34.25%-22.8pp |
| Employer contribution / active EE | $3,122 | $4,093-23.7% | $4,933-36.7% | $3,034+2.9% |
| Participant deferral / active EE | $12,701 | $8,502+49.4% | $8,070+57.4% | $5,087+149.7% |
| Admin fee / account holder | $0 | $179-100.0% | $12,998-100.0% | $269-100.0% |