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.
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 | $106,842 | $55,449+92.7% | $83,848+27.4% | $56,287+89.8% |
| Participation rate | 98.9% | 68.0%+30.8pp | 76.1%+22.7pp | 69.9%+29.0pp |
| Annual return | -10.10% | -1.38%-8.7pp | 850.88%-861.0pp | -9.96%-0.1pp |
| Employer contribution / active EE | $4,465 | $2,430+83.7% | $3,631+23.0% | $2,111+111.5% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $5,478-100.0% | $521-100.0% |