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 | $28,664 | $92,055-68.9% | $106,213-73.0% | $77,643-63.1% |
| Participation rate | 98.5% | 81.0%+17.5pp | 75.3%+23.2pp | 70.6%+28.0pp |
| Annual return | 386.54% | 17.91%+368.6pp | 116.14%+270.4pp | 31.24%+355.3pp |
| Employer contribution / active EE | $11,552 | $3,367+243.1% | $3,171+264.2% | $2,726+323.8% |
| Participant deferral / active EE | $0 | $5,386-100.0% | $5,016-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $219-100.0% | $11,033-100.0% | $430-100.0% |