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 | $91,119 | $86,791+5.0% | $115,037-20.8% | $59,188+53.9% |
| Participation rate | 77.3% | 72.8%+4.4pp | 81.4%-4.1pp | 69.4%+7.8pp |
| Annual return | -2.69% | 4.44%-7.1pp | 26.14%-28.8pp | 5.51%-8.2pp |
| Employer contribution / active EE | $1,490 | $2,950-49.5% | $4,608-67.7% | $2,098-29.0% |
| Participant deferral / active EE | $7,481 | $5,298+41.2% | $6,026+24.1% | $3,265+129.2% |
| Admin fee / account holder | $0 | $95-100.0% | $8,175-100.0% | $92-100.0% |