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 | $16,566 | $39,166-57.7% | $79,550-79.2% | $78,044-78.8% |
| Participation rate | 98.1% | 57.3%+40.7pp | 69.5%+28.6pp | 74.4%+23.6pp |
| Annual return | 17.65% | -9.39%+27.0pp | 0.16%+17.5pp | 10.87%+6.8pp |
| Employer contribution / active EE | $411 | $1,019-59.6% | $2,413-83.0% | $3,125-86.8% |
| Participant deferral / active EE | $0 | $2,079-100.0% | $3,985-100.0% | $5,084-100.0% |
| Admin fee / account holder | $0 | $67-100.0% | $6,832-100.0% | $79-100.0% |