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 | $9,207 | $41,410-77.8% | $84,015-89.0% | $82,204-88.8% |
| Participation rate | 100.0% | 57.6%+42.4pp | 69.0%+31.0pp | 73.4%+26.6pp |
| Annual return | 18.39% | 21.09%-2.7pp | 71.31%-52.9pp | 26.31%-7.9pp |
| Employer contribution / active EE | $332 | $833-60.2% | $1,983-83.3% | $2,707-87.7% |
| Participant deferral / active EE | $0 | $1,628-100.0% | $3,239-100.0% | $4,246-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $6,101-100.0% | $76-100.0% |