Filed August 18, 2020 (most recent of 2 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 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.
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 | $29,628 | $79,428-62.7% | $106,548-72.2% | $79,386-62.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 76.1%+23.9pp | 70.7%+29.3pp |
| Annual return | 2.82% | 18.27%-15.4pp | 26.80%-24.0pp | 116.85%-114.0pp |
| Employer contribution / active EE | $3,313 | $2,234+48.3% | $2,819+17.5% | $2,427+36.5% |
| Participant deferral / active EE | $0 | $3,823-100.0% | $4,398-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $523-100.0% | $7,407-100.0% | $626-100.0% |