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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $110,294 | $85,766+28.6% | $136,294-19.1% | $70,131+57.3% |
| Participation rate | 90.7% | 74.2%+16.5pp | 81.9%+8.8pp | 69.5%+21.2pp |
| Annual return | 13.83% | 31.45%-17.6pp | 5155.94%-5142.1pp | 73.14%-59.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $12,110 | $5,051+139.7% | $6,247+93.9% | $3,332+263.5% |
| Admin fee / account holder | $2,408 | $5,420-55.6% | $9,243-73.9% | $4,645-48.2% |