Filed November 17, 2021
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 4-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 | $9,909 | $55,415-82.1% | $155,509-93.6% | $74,495-86.7% |
| Participation rate | 81.4% | 61.9%+19.5pp | 78.2%+3.2pp | 67.2%+14.2pp |
| Annual return | 13.16% | 268.50%-255.3pp | 64.67%-51.5pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $736 | $2,267-67.5% | $4,672-84.2% | $2,623-71.9% |
| Participant deferral / active EE | $1,774 | $2,836-37.4% | $5,626-68.5% | $4,346-59.2% |
| Admin fee / account holder | $32 | $1,738-98.1% | $15,912-99.8% | $1,942-98.3% |