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 | $112,782 | $101,523+11.1% | $141,162-20.1% | $77,787+45.0% |
| Participation rate | 85.6% | 77.4%+8.2pp | 82.5%+3.1pp | 73.2%+12.4pp |
| Annual return | 18.69% | 56.22%-37.5pp | 71.39%-52.7pp | 32.57%-13.9pp |
| Employer contribution / active EE | $2,135 | $3,341-36.1% | $4,735-54.9% | $2,504-14.7% |
| Participant deferral / active EE | $9,427 | $6,434+46.5% | $6,709+40.5% | $3,967+137.6% |
| Admin fee / account holder | $0 | $92-100.0% | $10,261-100.0% | $100-100.0% |