Filed September 24, 2021 (most recent of 2 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 9-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,924 | $57,976-93.2% | $62,995-93.8% | $62,292-93.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 0.00% | 17.54%-17.5pp | 87.57%-87.6pp | 28.90%-28.9pp |
| Employer contribution / active EE | $3,200 | $2,415+32.5% | $2,759+16.0% | $2,042+56.7% |
| Participant deferral / active EE | $827 | $2,956-72.0% | $3,329-75.1% | $3,169-73.9% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |