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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,285 | $100,041-53.7% | $149,718-69.1% | $70,131-34.0% |
| Participation rate | 78.0% | 83.6%-5.6pp | 87.1%-9.1pp | 69.5%+8.5pp |
| Annual return | 10.01% | 27.43%-17.4pp | 1501.63%-1491.6pp | 73.14%-63.1pp |
| Employer contribution / active EE | $2,677 | $3,662-26.9% | $5,445-50.8% | $2,342+14.3% |
| Participant deferral / active EE | $3,909 | $4,983-21.5% | $6,569-40.5% | $3,332+17.3% |
| Admin fee / account holder | $4,139 | $8,286-50.0% | $11,283-63.3% | $4,645-10.9% |