Filed April 14, 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.)
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 | $49,606 | $80,753-38.6% | $136,294-63.6% | $62,292-20.4% |
| Participation rate | 79.5% | 73.5%+5.9pp | 81.9%-2.4pp | 69.5%+10.0pp |
| Annual return | 40.98% | 35.83%+5.1pp | 5155.94%-5115.0pp | 28.90%+12.1pp |
| Employer contribution / active EE | $2,450 | $2,884-15.1% | $4,695-47.8% | $2,042+19.9% |
| Participant deferral / active EE | $5,171 | $5,164+0.1% | $6,247-17.2% | $3,169+63.2% |
| Admin fee / account holder | $4,233 | $525+705.6% | $9,243-54.2% | $479+783.0% |