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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,556 | $99,078-6.6% | $96,544-4.1% | $74,419+24.4% |
| Participation rate | 94.4% | 80.7%+13.7pp | 76.0%+18.4pp | 70.7%+23.6pp |
| Annual return | -12.42% | 22.48%-34.9pp | 25.84%-38.3pp | 34.38%-46.8pp |
| Employer contribution / active EE | $9,588 | $2,570+273.0% | $2,965+223.4% | $2,637+263.6% |
| Participant deferral / active EE | $0 | $4,933-100.0% | $4,851-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $225-100.0% | $8,252-100.0% | $348-100.0% |