Filed November 4, 2022 (most recent of 3 filings on file)
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 4-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,450 | $81,908-97.0% | $90,749-97.3% | $64,808-96.2% |
| Participation rate | 89.1% | 80.5%+8.6pp | 75.7%+13.4pp | 71.5%+17.6pp |
| Annual return | 0.00% | -12.53%+12.5pp | -12.16%+12.2pp | 32.82%-32.8pp |
| Employer contribution / active EE | $27,840 | $3,065+808.3% | $2,921+853.1% | $2,506+1011.0% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $4,564-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $157-100.0% | $8,445-100.0% | $188-100.0% |