Filed April 11, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,243 | $30,072-69.3% | $64,105-85.6% | $67,505-86.3% |
| Participation rate | 100.0% | 59.4%+40.6pp | 68.2%+31.8pp | 71.2%+28.8pp |
| Annual return | 3.41% | 0.30%+3.1pp | 791.24%-787.8pp | 6.52%-3.1pp |
| Employer contribution / active EE | $286 | $725-60.6% | $1,820-84.3% | $2,173-86.8% |
| Participant deferral / active EE | $0 | $1,453-100.0% | $2,822-100.0% | $3,597-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $4,499-100.0% | $56-100.0% |