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 | $60,616 | $117,983-48.6% | $101,794-40.5% | $142,382-57.4% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.2%+12.6pp | 80.1%+1.7pp |
| Annual return | 22.70% | 36.92%-14.2pp | 30.53%-7.8pp | 217.08%-194.4pp |
| Employer contribution / active EE | $3,546 | $2,773+27.9% | $2,289+54.9% | $4,299-17.5% |
| Participant deferral / active EE | $9,340 | $4,714+98.1% | $4,084+128.7% | $6,507+43.5% |
| Admin fee / account holder | $4,646 | $10,433-55.5% | $8,777-47.1% | $12,624-63.2% |