Filed March 24, 2021
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,239 | $100,852-43.2% | $90,404-36.7% | $158,922-64.0% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | 42.64% | 1724.20%-1681.6pp | 1293.02%-1250.4pp | 302.83%-260.2pp |
| Employer contribution / active EE | $5,364 | $3,689+45.4% | $3,262+64.5% | $4,761+12.7% |
| Participant deferral / active EE | $8,957 | $4,348+106.0% | $3,963+126.0% | $5,982+49.7% |
| Admin fee / account holder | $5,797 | $6,501-10.8% | $5,611+3.3% | $11,246-48.4% |