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 | $89,705 | $91,538-2.0% | $129,995-31.0% | $75,163+19.3% |
| Participation rate | 89.7% | 71.4%+18.2pp | 78.5%+11.2pp | 67.2%+22.5pp |
| Annual return | 19.95% | -631.11%+651.1pp | -137.18%+157.1pp | 160.62%-140.7pp |
| Employer contribution / active EE | $2,423 | $2,845-14.9% | $4,320-43.9% | $2,670-9.3% |
| Participant deferral / active EE | $4,722 | $4,341+8.8% | $5,820-18.9% | $4,125+14.5% |
| Admin fee / account holder | $2,460 | $6,790-63.8% | $10,614-76.8% | $5,651-56.5% |