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 | $95,532 | $72,254+32.2% | $86,677+10.2% | $64,808+47.4% |
| Participation rate | 95.4% | 80.4%+15.0pp | 76.6%+18.9pp | 71.5%+24.0pp |
| Annual return | 33.41% | 392.42%-359.0pp | 35.91%-2.5pp | 32.82%+0.6pp |
| Employer contribution / active EE | $8,723 | $2,393+264.6% | $2,836+207.5% | $2,506+248.1% |
| Participant deferral / active EE | $0 | $4,658-100.0% | $4,656-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,493-100.0% | $188-100.0% |