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 | $106,715 | $96,458+10.6% | $136,294-21.7% | $77,958+36.9% |
| Participation rate | 82.5% | 75.4%+7.1pp | 81.9%+0.6pp | 71.6%+10.9pp |
| Annual return | 14.26% | 23.78%-9.5pp | 5155.94%-5141.7pp | 20.87%-6.6pp |
| Employer contribution / active EE | $1,734 | $3,144-44.8% | $4,695-63.1% | $2,310-24.9% |
| Participant deferral / active EE | $8,072 | $5,902+36.8% | $6,247+29.2% | $3,537+128.2% |
| Admin fee / account holder | $0 | $80-100.0% | $9,243-100.0% | $97-100.0% |