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 | $127,382 | $57,354+122.1% | $83,848+51.9% | $64,186+98.5% |
| Participation rate | 92.1% | 68.6%+23.5pp | 76.1%+16.0pp | 69.6%+22.5pp |
| Annual return | 3.21% | 11.38%-8.2pp | 850.88%-847.7pp | 7.63%-4.4pp |
| Employer contribution / active EE | $2,826 | $2,545+11.0% | $3,631-22.2% | $2,381+18.7% |
| Participant deferral / active EE | $4,685 | $2,993+56.5% | $4,082+14.8% | $3,470+35.0% |
| Admin fee / account holder | $2,845 | $4,046-29.7% | $5,478-48.1% | $4,888-41.8% |