Filed October 29, 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 | $71,208 | $209,336-66.0% | $197,124-63.9% | $137,256-48.1% |
| Participation rate | 88.2% | 87.3%+0.9pp | 86.7%+1.5pp | 80.0%+8.3pp |
| Annual return | 18.64% | 48.09%-29.5pp | 44.34%-25.7pp | 220.34%-201.7pp |
| Employer contribution / active EE | $4,626 | $6,591-29.8% | $6,227-25.7% | $4,156+11.3% |
| Participant deferral / active EE | $6,216 | $9,614-35.3% | $9,135-31.9% | $6,407-3.0% |
| Admin fee / account holder | $2,431 | $17,308-86.0% | $16,298-85.1% | $12,270-80.2% |