Filed April 20, 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.
Employer contribution per participant 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 | $47,027 | $65,376-28.1% | $87,100-46.0% | $65,185-27.9% |
| Participation rate | 88.0% | 75.3%+12.6pp | 76.9%+11.1pp | 70.2%+17.8pp |
| Annual return | 24.57% | 31.27%-6.7pp | 28.19%-3.6pp | 29.38%-4.8pp |
| Employer contribution / active EE | $416 | $1,822-77.2% | $2,521-83.5% | $2,177-80.9% |
| Participant deferral / active EE | $6,497 | $3,388+91.7% | $4,049+60.5% | $3,514+84.9% |
| Admin fee / account holder | $10 | $520-98.2% | $7,497-99.9% | $847-98.9% |