Filed July 22, 1
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,292 | $81,632-35.9% | $70,449-25.8% | $158,922-67.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | -3.17% | 208.40%-211.6pp | 109.03%-112.2pp | 302.83%-306.0pp |
| Employer contribution / active EE | $4,020 | $3,217+25.0% | $2,737+46.9% | $4,761-15.6% |
| Participant deferral / active EE | $6,681 | $4,554+46.7% | $3,709+80.2% | $5,982+11.7% |
| Admin fee / account holder | $25 | $6,193-99.6% | $3,845-99.3% | $11,246-99.8% |