Filed May 4, 2021 (most recent of 2 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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,182 | $105,181-5.7% | $159,436-37.8% | $85,850+15.5% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.8%+9.7pp | 69.3%+23.2pp |
| Annual return | 13.08% | 45.07%-32.0pp | 263.57%-250.5pp | 318.53%-305.5pp |
| Employer contribution / active EE | $3,929 | $3,318+18.4% | $4,829-18.6% | $2,565+53.2% |
| Participant deferral / active EE | $7,925 | $5,945+33.3% | $7,352+7.8% | $3,952+100.5% |
| Admin fee / account holder | $14,394 | $6,933+107.6% | $10,799+33.3% | $6,260+129.9% |