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 | $98,225 | $88,874+10.5% | $123,544-20.5% | $75,289+30.5% |
| Participation rate | 84.2% | 75.9%+8.4pp | 82.3%+1.9pp | 72.4%+11.8pp |
| Annual return | -6.41% | 4.22%-10.6pp | 119.20%-125.6pp | -0.04%-6.4pp |
| Employer contribution / active EE | $1,919 | $3,256-41.0% | $4,628-58.5% | $2,405-20.2% |
| Participant deferral / active EE | $8,867 | $6,174+43.6% | $6,426+38.0% | $3,739+137.2% |
| Admin fee / account holder | $0 | $95-100.0% | $9,284-100.0% | $102-100.0% |