Filed September 16, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,712 | $138,385-40.2% | $184,200-55.1% | $80,874+2.3% |
| Participation rate | 84.9% | 83.9%+1.0pp | 86.8%-1.9pp | 67.6%+17.3pp |
| Annual return | 10.03% | 20.02%-10.0pp | 28.80%-18.8pp | 35.62%-25.6pp |
| Employer contribution / active EE | $3,527 | $4,849-27.3% | $6,424-45.1% | $2,756+28.0% |
| Participant deferral / active EE | $5,747 | $7,073-18.7% | $9,132-37.1% | $4,297+33.7% |
| Admin fee / account holder | $7,842 | $10,483-25.2% | $13,907-43.6% | $6,935+13.1% |