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 | $124,756 | $107,459+16.1% | $135,903-8.2% | $80,160+55.6% |
| Participation rate | 86.9% | 78.0%+8.9pp | 81.9%+5.0pp | 72.9%+14.0pp |
| Annual return | 16.66% | 91.91%-75.2pp | 68.23%-51.6pp | 40.38%-23.7pp |
| Employer contribution / active EE | $2,923 | $3,877-24.6% | $4,856-39.8% | $2,978-1.8% |
| Participant deferral / active EE | $11,877 | $8,195+44.9% | $7,758+53.1% | $5,017+136.7% |
| Admin fee / account holder | $0 | $127-100.0% | $10,762-100.0% | $145-100.0% |