Filed May 18, 1
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 8-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,207 | $81,632+81.6% | $70,449+110.4% | $158,922-6.7% |
| Participation rate | 87.5% | 77.7%+9.8pp | 75.1%+12.4pp | 82.0%+5.5pp |
| Annual return | 3.57% | 208.40%-204.8pp | 109.03%-105.5pp | 302.83%-299.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $6,730 | $4,554+47.8% | $3,709+81.5% | $5,982+12.5% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |