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 | $54,107 | $87,841-38.4% | $133,980-59.6% | $62,891-14.0% |
| Participation rate | 78.7% | 83.4%-4.7pp | 87.1%-8.3pp | 69.3%+9.4pp |
| Annual return | 4.67% | 12.05%-7.4pp | 29.30%-24.6pp | 20.14%-15.5pp |
| Employer contribution / active EE | $2,730 | $3,483-21.6% | $5,211-47.6% | $2,281+19.7% |
| Participant deferral / active EE | $4,196 | $4,812-12.8% | $6,282-33.2% | $3,203+31.0% |
| Admin fee / account holder | $10,307 | $5,371+91.9% | $9,324+10.5% | $4,296+139.9% |