Filed January 13, 2021 (most recent of 6 filings on file)
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,211 | $73,404-41.1% | $87,100-50.4% | $67,579-36.1% |
| Participation rate | 99.1% | 80.9%+18.2pp | 76.9%+22.2pp | 71.3%+27.8pp |
| Annual return | -16.16% | 48.29%-64.5pp | 28.19%-44.3pp | 378.56%-394.7pp |
| Employer contribution / active EE | $6,744 | $2,014+234.9% | $2,521+167.5% | $2,148+214.0% |
| Participant deferral / active EE | $0 | $3,913-100.0% | $4,049-100.0% | $3,539-100.0% |
| Admin fee / account holder | $2,222 | $142+1469.5% | $7,497-70.4% | $142+1461.8% |