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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $4,174 | $84,784-95.1% | $98,439-95.8% | $74,419-94.4% |
| Participation rate | 99.3% | 81.5%+17.7pp | 75.2%+24.1pp | 70.7%+28.5pp |
| Annual return | -76.11% | 20.59%-96.7pp | 21.16%-97.3pp | 34.38%-110.5pp |
| Employer contribution / active EE | $3,923 | $3,364+16.6% | $3,048+28.7% | $2,637+48.7% |
| Participant deferral / active EE | $0 | $5,218-100.0% | $4,738-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $204-100.0% | $8,948-100.0% | $348-100.0% |