Filed May 22, 1
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,521 | $90,600+8.7% | $79,464+24.0% | $135,375-27.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 7.14% | 977.43%-970.3pp | 718.14%-711.0pp | 519.73%-512.6pp |
| Employer contribution / active EE | $11,089 | $3,068+261.4% | $2,800+296.0% | $4,779+132.0% |
| Participant deferral / active EE | $5,007 | $4,050+23.6% | $3,704+35.2% | $5,609-10.7% |
| Admin fee / account holder | $14 | $5,907-99.8% | $5,113-99.7% | $10,827-99.9% |