Filed January 14, 2021 (most recent of 2 filings on file)
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,726 | $58,726+102.2% | $92,233+28.7% | $62,292+90.6% |
| Participation rate | 98.8% | 68.3%+30.5pp | 76.5%+22.4pp | 69.5%+29.3pp |
| Annual return | 41.83% | 43.62%-1.8pp | 176.28%-134.4pp | 28.90%+12.9pp |
| Employer contribution / active EE | $4,948 | $2,392+106.9% | $3,679+34.5% | $2,042+142.3% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |