Filed August 22, 2023 (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 1 actuary disclosure. $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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $219,249-100.0% | $219,249-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 35.3%-35.3pp | 30.0%-30.0pp | 48.7%-48.7pp |
| Annual return | -3.83% | -2.10%-1.7pp | 1.50%-5.3pp | -2.16%-1.7pp |
| Employer contribution / active EE | $18,064 | $41,887-56.9% | $37,746-52.1% | $42,957-57.9% |
| Participant deferral / active EE | $0 | $88-100.0% | $87-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $12,572-100.0% |