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 | $91,172 | $88,890+2.6% | $102,423-11.0% | $77,643+17.4% |
| Participation rate | 95.6% | 80.9%+14.7pp | 76.5%+19.1pp | 70.6%+25.0pp |
| Annual return | -16.90% | 24.98%-41.9pp | 29.32%-46.2pp | 31.24%-48.1pp |
| Employer contribution / active EE | $16,961 | $2,698+528.7% | $3,023+461.0% | $2,726+522.2% |
| Participant deferral / active EE | $0 | $5,145-100.0% | $5,053-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $235-100.0% | $9,451-100.0% | $430-100.0% |