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 | $93,529 | $85,635+9.2% | $123,892-24.5% | $63,975+46.2% |
| Participation rate | 81.9% | 74.9%+7.0pp | 81.4%+0.5pp | 71.1%+10.8pp |
| Annual return | 6.89% | 15.74%-8.9pp | 47.52%-40.6pp | 48.65%-41.8pp |
| Employer contribution / active EE | $1,540 | $3,076-49.9% | $4,617-66.6% | $2,182-29.4% |
| Participant deferral / active EE | $7,661 | $5,667+35.2% | $5,984+28.0% | $3,356+128.2% |
| Admin fee / account holder | $0 | $75-100.0% | $8,357-100.0% | $70-100.0% |