Filed February 24, 2022 (most recent of 3 filings on file)
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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,444 | $209,336-73.5% | $197,124-71.9% | $137,256-59.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 8.79% | 48.09%-39.3pp | 44.34%-35.6pp | 220.34%-211.5pp |
| Employer contribution / active EE | $3,170 | $6,591-51.9% | $6,227-49.1% | $4,156-23.7% |
| Participant deferral / active EE | $3,773 | $9,614-60.8% | $9,135-58.7% | $6,407-41.1% |
| Admin fee / account holder | $8 | $17,308-100.0% | $16,298-100.0% | $12,270-99.9% |