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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,262 | $63,346+94.6% | $92,233+33.6% | $70,131+75.8% |
| Participation rate | 94.7% | 68.7%+26.1pp | 76.5%+18.3pp | 69.5%+25.2pp |
| Annual return | 25.29% | 530.12%-504.8pp | 176.28%-151.0pp | 73.14%-47.8pp |
| Employer contribution / active EE | $2,748 | $2,471+11.2% | $3,679-25.3% | $2,342+17.3% |
| Participant deferral / active EE | $4,589 | $2,854+60.8% | $3,897+17.8% | $3,332+37.7% |
| Admin fee / account holder | $1,226 | $3,840-68.1% | $5,194-76.4% | $4,645-73.6% |