Filed March 24, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,032 | $159,602-19.2% | $150,045-14.0% | $142,382-9.4% |
| Participation rate | 84.2% | 84.0%+0.2pp | 82.3%+1.9pp | 80.1%+4.1pp |
| Annual return | 29.12% | 70.24%-41.1pp | 62.55%-33.4pp | 217.08%-188.0pp |
| Employer contribution / active EE | $7,521 | $4,961+51.6% | $4,693+60.3% | $4,299+75.0% |
| Participant deferral / active EE | $3,061 | $8,310-63.2% | $7,997-61.7% | $6,507-53.0% |
| Admin fee / account holder | $13,205 | $14,846-11.1% | $13,435-1.7% | $12,624+4.6% |