Filed June 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 6-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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,867 | $155,788-96.9% | $124,672-96.1% | $167,490-97.1% |
| Participation rate | 75.0% | 81.1%-6.1pp | 74.6%+0.4pp | 82.1%-7.1pp |
| Annual return | -54.76% | 17.97%-72.7pp | 5142.93%-5197.7pp | 478.56%-533.3pp |
| Employer contribution / active EE | $1,694 | $4,163-59.3% | $3,324-49.0% | $4,837-65.0% |
| Participant deferral / active EE | $3,353 | $5,673-40.9% | $4,614-27.3% | $6,341-47.1% |
| Admin fee / account holder | $590 | $9,531-93.8% | $7,493-92.1% | $12,309-95.2% |