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 | $9,840 | $40,984-76.0% | $90,951-89.2% | $93,223-89.4% |
| Participation rate | 100.0% | 59.7%+40.3pp | 69.0%+31.0pp | 74.9%+25.1pp |
| Annual return | 13.13% | 17.56%-4.4pp | 134.60%-121.5pp | 19.29%-6.2pp |
| Employer contribution / active EE | $438 | $840-47.8% | $2,122-79.3% | $2,680-83.6% |
| Participant deferral / active EE | $0 | $1,856-100.0% | $3,373-100.0% | $4,563-100.0% |
| Admin fee / account holder | $0 | $75-100.0% | $5,959-100.0% | $79-100.0% |