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 | $120,512 | $108,549+11.0% | $156,263-22.9% | $85,563+40.8% |
| Participation rate | 98.6% | 77.1%+21.6pp | 78.9%+19.7pp | 66.0%+32.7pp |
| Annual return | 12.48% | 21.79%-9.3pp | 59.47%-47.0pp | 31.51%-19.0pp |
| Employer contribution / active EE | $2,612 | $2,690-2.9% | $4,333-39.7% | $2,654-1.6% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $6,158-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $650-100.0% | $14,255-100.0% | $834-100.0% |