Filed July 29, 2019 (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.
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 | $39,847 | $92,091-56.7% | $62,995-36.7% | $77,958-48.9% |
| Participation rate | 95.3% | 74.5%+20.8pp | 74.8%+20.5pp | 71.6%+23.6pp |
| Annual return | 12.41% | 16.23%-3.8pp | 87.57%-75.2pp | 20.87%-8.5pp |
| Employer contribution / active EE | $2,292 | $3,424-33.1% | $2,759-16.9% | $2,310-0.8% |
| Participant deferral / active EE | $0 | $3,361-100.0% | $3,329-100.0% | $3,537-100.0% |
| Admin fee / account holder | $1 | $48-98.6% | $3,600-100.0% | $97-99.3% |