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.
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 | $25,057 | $88,634-71.7% | $101,326-75.3% | $74,304-66.3% |
| Participation rate | 99.2% | 76.9%+22.4pp | 81.5%+17.7pp | 60.3%+38.9pp |
| Annual return | 109.80% | 33.10%+76.7pp | 36.82%+73.0pp | 29.43%+80.4pp |
| Employer contribution / active EE | $9,457 | $2,930+222.7% | $3,665+158.0% | $2,241+322.0% |
| Participant deferral / active EE | $0 | $7,322-100.0% | $7,994-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $2,425-100.0% | $11,185-100.0% | $2,969-100.0% |