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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,287 | $84,487-21.5% | $125,339-47.1% | $66,914-0.9% |
| Participation rate | 80.4% | 76.4%+4.0pp | 82.4%-2.0pp | 69.8%+10.6pp |
| Annual return | -15.40% | -8.39%-7.0pp | 572.05%-587.5pp | 1.58%-17.0pp |
| Employer contribution / active EE | $2,779 | $3,553-21.8% | $4,814-42.3% | $2,544+9.2% |
| Participant deferral / active EE | $6,162 | $6,781-9.1% | $7,446-17.2% | $4,237+45.4% |
| Admin fee / account holder | $3,021 | $685+341.0% | $10,010-69.8% | $593+409.2% |