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 | $117,079 | $89,436+30.9% | $164,813-29.0% | $77,643+50.8% |
| Participation rate | 98.6% | 78.6%+20.0pp | 78.6%+20.0pp | 70.6%+28.0pp |
| Annual return | -4.54% | 28.83%-33.4pp | 69.93%-74.5pp | 31.24%-35.8pp |
| Employer contribution / active EE | $3,473 | $2,569+35.2% | $4,341-20.0% | $2,726+27.4% |
| Participant deferral / active EE | $0 | $4,897-100.0% | $6,031-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $339-100.0% | $12,690-100.0% | $430-100.0% |