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 | $120,171 | $86,225+39.4% | $146,665-18.1% | $86,799+38.4% |
| Participation rate | 99.3% | 78.0%+21.3pp | 80.1%+19.2pp | 72.3%+27.0pp |
| Annual return | -6.56% | 31.23%-37.8pp | 22.74%-29.3pp | 97.91%-104.5pp |
| Employer contribution / active EE | $15,978 | $2,392+568.0% | $4,136+286.3% | $2,405+564.3% |
| Participant deferral / active EE | $0 | $4,245-100.0% | $5,506-100.0% | $4,131-100.0% |
| Admin fee / account holder | $1 | $195-99.5% | $10,280-100.0% | $170-99.4% |