Filed January 6, 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 | $211,597 | $109,881+92.6% | $150,045+41.0% | $84,808+149.5% |
| Participation rate | 94.2% | 76.1%+18.1pp | 82.3%+11.9pp | 68.3%+25.9pp |
| Annual return | 23.19% | 28.25%-5.1pp | 62.55%-39.4pp | 40.90%-17.7pp |
| Employer contribution / active EE | $7,691 | $3,561+116.0% | $4,693+63.9% | $2,631+192.3% |
| Participant deferral / active EE | $17,054 | $6,636+157.0% | $7,997+113.3% | $4,212+304.9% |
| Admin fee / account holder | $9,650 | $8,568+12.6% | $13,435-28.2% | $7,344+31.4% |