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 | $38,771 | $105,581-63.3% | $70,449-45.0% | $90,288-57.1% |
| Participation rate | 85.2% | 77.5%+7.7pp | 75.1%+10.2pp | 73.4%+11.9pp |
| Annual return | 5.16% | 14.78%-9.6pp | 109.03%-103.9pp | 53.97%-48.8pp |
| Employer contribution / active EE | $2,488 | $3,304-24.7% | $2,737-9.1% | $2,524-1.4% |
| Participant deferral / active EE | $0 | $3,813-100.0% | $3,709-100.0% | $4,232-100.0% |
| Admin fee / account holder | $0 | $68-99.3% | $3,845-100.0% | $114-99.6% |