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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $7,393 | $129,942-94.3% | $104,294-92.9% | $134,475-94.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 88.42% | 42.03%+46.4pp | 24.61%+63.8pp | 417.96%-329.5pp |
| Employer contribution / active EE | $1,307 | $4,184-68.8% | $3,372-61.2% | $4,740-72.4% |
| Participant deferral / active EE | $1,248 | $5,588-77.7% | $4,625-73.0% | $6,400-80.5% |
| Admin fee / account holder | $863 | $9,323-90.7% | $7,339-88.2% | $11,426-92.4% |