Filed August 9, 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 9-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 | $24,565 | $90,503-72.9% | $78,689-68.8% | $273,961-91.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 2.50% | 75.60%-73.1pp | 62.18%-59.7pp | 41.45%-39.0pp |
| Employer contribution / active EE | $2,941 | $3,176-7.4% | $2,851+3.2% | $4,869-39.6% |
| Participant deferral / active EE | $11,395 | $3,901+192.1% | $3,517+224.0% | $5,287+115.5% |
| Admin fee / account holder | $343 | $5,263-93.5% | $4,510-92.4% | $10,132-96.6% |