Filed March 23, 2022 (most recent of 2 filings on file)
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,290 | $46,869-71.6% | $122,332-89.1% | $70,131-81.0% |
| Participation rate | 98.8% | 58.2%+40.6pp | 71.6%+27.2pp | 69.5%+29.3pp |
| Annual return | 14.33% | 24.22%-9.9pp | 30.27%-15.9pp | 73.14%-58.8pp |
| Employer contribution / active EE | $1,976 | $1,288+53.5% | $4,050-51.2% | $2,342-15.6% |
| Participant deferral / active EE | $32 | $2,166-98.5% | $3,287-99.0% | $3,332-99.1% |
| Admin fee / account holder | $0 | $3,322-100.0% | $5,478-100.0% | $4,645-100.0% |