Filed November 12, 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 4-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 | $24,004 | $102,604-76.6% | $86,188-72.1% | $139,434-82.8% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 30.76% | 1922.51%-1891.7pp | 1168.45%-1137.7pp | 372.94%-342.2pp |
| Employer contribution / active EE | $2,740 | $3,032-9.6% | $2,380+15.1% | $4,751-42.3% |
| Participant deferral / active EE | $6,256 | $4,676+33.8% | $3,985+57.0% | $6,710-6.8% |
| Admin fee / account holder | $605 | $8,657-93.0% | $6,852-91.2% | $11,403-94.7% |