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 | $8,052 | $32,284-75.1% | $74,550-89.2% | $68,904-88.3% |
| Participation rate | 100.0% | 58.1%+41.9pp | 69.1%+30.9pp | 74.1%+25.9pp |
| Annual return | 5.13% | -4.24%+9.4pp | 32.53%-27.4pp | 1.07%+4.1pp |
| Employer contribution / active EE | $345 | $782-55.9% | $1,961-82.4% | $2,540-86.4% |
| Participant deferral / active EE | $0 | $1,518-100.0% | $3,108-100.0% | $4,015-100.0% |
| Admin fee / account holder | $0 | $72-100.0% | $5,060-100.0% | $71-100.0% |