Filed August 9, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,100 | $78,705-30.0% | $117,854-53.2% | $70,131-21.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 26.86% | 23.30%+3.6pp | 335.08%-308.2pp | 73.14%-46.3pp |
| Employer contribution / active EE | $1,166 | $2,223-47.6% | $3,786-69.2% | $2,342-50.2% |
| Participant deferral / active EE | $1,951 | $3,297-40.8% | $4,482-56.5% | $3,332-41.5% |
| Admin fee / account holder | $344 | $5,065-93.2% | $8,020-95.7% | $4,645-92.6% |