Filed September 15, 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 | $95,075 | $56,897+67.1% | $84,750+12.2% | $62,891+51.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 2.13% | 6.30%-4.2pp | 22.78%-20.6pp | 20.14%-18.0pp |
| Employer contribution / active EE | $2,760 | $2,400+15.0% | $3,574-22.8% | $2,281+21.0% |
| Participant deferral / active EE | $4,416 | $2,709+63.0% | $3,712+19.0% | $3,203+37.9% |
| Admin fee / account holder | $1,319 | $3,581-63.2% | $5,332-75.3% | $4,296-69.3% |