Filed June 17, 2020
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,772 | $136,307-53.2% | $177,821-64.1% | $73,488-13.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 22.51% | 18.68%+3.8pp | 48.32%-25.8pp | 28.51%-6.0pp |
| Employer contribution / active EE | $2,136 | $3,712-42.5% | $5,918-63.9% | $2,270-5.9% |
| Participant deferral / active EE | $4,183 | $5,829-28.2% | $7,714-45.8% | $3,740+11.9% |
| Admin fee / account holder | $28 | $596-95.3% | $12,427-99.8% | $513-94.6% |