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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,488 | $135,952+32.8% | $123,892+45.7% | $273,961-34.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -2.03% | 56.63%-58.7pp | 47.52%-49.5pp | 41.45%-43.5pp |
| Employer contribution / active EE | $11,538 | $5,170+123.2% | $4,617+149.9% | $4,869+137.0% |
| Participant deferral / active EE | $4,890 | $6,343-22.9% | $5,984-18.3% | $5,287-7.5% |
| Admin fee / account holder | $3,070 | $9,817-68.7% | $8,357-63.3% | $10,132-69.7% |