Filed October 2, 2020
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $422,603 | $65,435+545.8% | $86,677+387.6% | $66,914+531.6% |
| Participation rate | 99.2% | 75.5%+23.7pp | 76.6%+22.6pp | 69.8%+29.4pp |
| Annual return | 19.44% | -10.89%+30.3pp | 35.91%-16.5pp | 1.58%+17.9pp |
| Employer contribution / active EE | $20,168 | $2,153+836.7% | $2,836+611.0% | $2,544+692.7% |
| Participant deferral / active EE | $0 | $4,100-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $8 | $642-98.7% | $7,493-99.9% | $593-98.6% |