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 | $119,072 | $78,419+51.8% | $133,956-11.1% | $73,409+62.2% |
| Participation rate | 99.6% | 78.6%+21.0pp | 79.8%+19.8pp | 72.2%+27.5pp |
| Annual return | -5.01% | 33.35%-38.4pp | 45.09%-50.1pp | 59.29%-64.3pp |
| Employer contribution / active EE | $16,406 | $2,044+702.8% | $3,919+318.7% | $2,234+634.5% |
| Participant deferral / active EE | $0 | $3,925-100.0% | $5,048-100.0% | $3,805-100.0% |
| Admin fee / account holder | $1 | $161-99.4% | $8,927-100.0% | $158-99.4% |