Filed January 29, 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,288 | $69,159+75.4% | $125,175-3.1% | $67,579+79.5% |
| Participation rate | 99.6% | 78.2%+21.4pp | 79.8%+19.8pp | 71.3%+28.3pp |
| Annual return | -0.13% | 27.12%-27.3pp | 43.79%-43.9pp | 378.56%-378.7pp |
| Employer contribution / active EE | $16,319 | $2,023+706.5% | $3,865+322.2% | $2,148+659.8% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $4,937-100.0% | $3,539-100.0% |
| Admin fee / account holder | $1 | $142-99.2% | $9,702-100.0% | $142-99.3% |