Filed November 13, 2019
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 7-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 | $111,323 | $65,435+70.1% | $86,677+28.4% | $66,914+66.4% |
| Participation rate | 94.9% | 75.5%+19.5pp | 76.6%+18.3pp | 69.8%+25.1pp |
| Annual return | -20.09% | -10.89%-9.2pp | 35.91%-56.0pp | 1.58%-21.7pp |
| Employer contribution / active EE | $10,355 | $2,153+380.9% | $2,836+265.1% | $2,544+307.0% |
| Participant deferral / active EE | $0 | $4,100-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,493-100.0% | $593-100.0% |