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 | $114,381-1.6% | $107,525+4.6% | $142,382-21.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.74% | 242.71%-225.0pp | 181.32%-163.6pp | 217.08%-199.3pp |
| Employer contribution / active EE | $3,036 | $4,015-24.4% | $3,754-19.1% | $4,299-29.4% |
| Participant deferral / active EE | $7,906 | $5,564+42.1% | $5,116+54.6% | $6,507+21.5% |
| Admin fee / account holder | $1,258 | $9,860-87.2% | $8,919-85.9% | $12,624-90.0% |