Filed November 21, 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 3-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.
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,421 | $69,477-87.9% | $94,646-91.1% | $71,457-88.2% |
| Participation rate | 98.2% | 78.4%+19.8pp | 80.8%+17.4pp | 67.9%+30.3pp |
| Annual return | -107.92% | 29.66%-137.6pp | 156.71%-264.6pp | 28.85%-136.8pp |
| Employer contribution / active EE | $10,522 | $2,853+268.8% | $3,672+186.5% | $2,588+306.6% |
| Participant deferral / active EE | $0 | $7,345-100.0% | $7,418-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,210-100.0% | $7,231-100.0% | $1,587-100.0% |