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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,814 | $127,481-1.3% | $149,696-16.0% | $90,288+39.3% |
| Participation rate | 84.5% | 78.2%+6.3pp | 82.5%+2.0pp | 73.4%+11.2pp |
| Annual return | 12.84% | 57.78%-44.9pp | 276.60%-263.8pp | 53.97%-41.1pp |
| Employer contribution / active EE | $2,229 | $3,448-35.3% | $4,644-52.0% | $2,524-11.7% |
| Participant deferral / active EE | $9,928 | $6,975+42.3% | $6,842+45.1% | $4,232+134.6% |
| Admin fee / account holder | $0 | $152-100.0% | $9,309-100.0% | $114-100.0% |