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 | $89,962 | $63,114+42.5% | $92,893-3.2% | $65,185+38.0% |
| Participation rate | 98.9% | 68.8%+30.1pp | 76.0%+22.9pp | 70.2%+28.7pp |
| Annual return | -8.45% | 28.75%-37.2pp | 109.41%-117.9pp | 29.38%-37.8pp |
| Employer contribution / active EE | $3,976 | $2,571+54.7% | $3,653+8.8% | $2,177+82.7% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,794-100.0% | $847-100.0% |