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 | $90,486 | $69,362+30.5% | $101,248-10.6% | $73,488+23.1% |
| Participation rate | 98.8% | 68.4%+30.5pp | 75.8%+23.0pp | 70.7%+28.2pp |
| Annual return | -2.60% | 18.46%-21.1pp | 46.47%-49.1pp | 28.51%-31.1pp |
| Employer contribution / active EE | $5,665 | $2,628+115.5% | $3,660+54.8% | $2,270+149.5% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,945-100.0% | $513-100.0% |