Filed April 15, 2019
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 7-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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,224 | $185,342+24.2% | $111,297+106.9% | $86,799+165.2% |
| Participation rate | 92.2% | 81.0%+11.2pp | 77.3%+14.9pp | 72.3%+19.9pp |
| Annual return | 101.05% | 500.80%-399.8pp | 54.65%+46.4pp | 97.91%+3.1pp |
| Employer contribution / active EE | $8,358 | $2,246+272.1% | $2,731+206.0% | $2,405+247.5% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,487-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $255-100.0% | $7,964-100.0% | $170-100.0% |