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 | $114,800 | $101,724+12.9% | $164,813-30.3% | $80,856+42.0% |
| Participation rate | 90.4% | 71.8%+18.6pp | 78.6%+11.8pp | 67.6%+22.7pp |
| Annual return | 14.20% | 16.72%-2.5pp | 69.93%-55.7pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,537 | $2,953-14.1% | $4,341-41.6% | $2,755-7.9% |
| Participant deferral / active EE | $5,069 | $4,477+13.2% | $6,031-16.0% | $4,296+18.0% |
| Admin fee / account holder | $8,518 | $8,227+3.5% | $12,690-32.9% | $6,918+23.1% |