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 | $81,852 | $91,552-10.6% | $133,956-38.9% | $79,858+2.5% |
| Participation rate | 96.2% | 73.3%+22.8pp | 79.8%+16.3pp | 69.6%+26.5pp |
| Annual return | 17.84% | 61.85%-44.0pp | 45.09%-27.3pp | 31.71%-13.9pp |
| Employer contribution / active EE | $2,307 | $2,384-3.2% | $3,919-41.1% | $2,471-6.6% |
| Participant deferral / active EE | $4,334 | $3,733+16.1% | $5,048-14.1% | $3,740+15.9% |
| Admin fee / account holder | $885 | $6,321-86.0% | $8,927-90.1% | $5,306-83.3% |