Filed January 13, 2021 (most recent of 6 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,077 | $185,342-45.5% | $111,297-9.2% | $86,799+16.4% |
| Participation rate | 98.4% | 81.0%+17.5pp | 77.3%+21.1pp | 72.3%+26.2pp |
| Annual return | 62.78% | 500.80%-438.0pp | 54.65%+8.1pp | 97.91%-35.1pp |
| Employer contribution / active EE | $6,894 | $2,246+206.9% | $2,731+152.4% | $2,405+186.6% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,487-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $255-100.0% | $7,964-100.0% | $170-100.0% |