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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,693 | $81,900-8.8% | $119,609-37.6% | $68,494+9.0% |
| Participation rate | 88.3% | 71.9%+16.4pp | 79.3%+9.1pp | 67.9%+20.4pp |
| Annual return | -18.97% | -23.82%+4.9pp | -14.97%-4.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $2,311 | $2,693-14.2% | $4,232-45.4% | $2,596-11.0% |
| Participant deferral / active EE | $4,348 | $4,148+4.8% | $5,602-22.4% | $4,027+8.0% |
| Admin fee / account holder | $1,644 | $6,582-75.0% | $10,323-84.1% | $5,403-69.6% |