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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,719 | $87,870+65.8% | $113,168+28.8% | $74,304+96.1% |
| Participation rate | 98.6% | 70.7%+27.8pp | 76.6%+22.0pp | 60.3%+38.2pp |
| Annual return | 19.51% | 26.44%-6.9pp | 24.27%-4.8pp | 29.43%-9.9pp |
| Employer contribution / active EE | $13,492 | $2,277+492.5% | $2,975+353.5% | $2,241+502.0% |
| Participant deferral / active EE | $0 | $4,241-100.0% | $5,107-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,368-100.0% | $12,068-100.0% | $2,969-100.0% |