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 3-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 | $112,519 | $111,535+0.9% | $105,223+6.9% | $137,256-18.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.74% | 237.85%-220.1pp | 180.65%-162.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $3,036 | $3,939-22.9% | $3,689-17.7% | $4,156-27.0% |
| Participant deferral / active EE | $7,906 | $5,500+43.8% | $5,072+55.9% | $6,407+23.4% |
| Admin fee / account holder | $1,258 | $9,721-87.1% | $8,859-85.8% | $12,270-89.7% |