Filed May 4, 2021
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 | $61,523 | $171,865-64.2% | $149,718-58.9% | $147,584-58.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 26.41% | 2113.22%-2086.8pp | 1501.63%-1475.2pp | 578.55%-552.1pp |
| Employer contribution / active EE | $11,624 | $6,275+85.2% | $5,445+113.5% | $4,876+138.4% |
| Participant deferral / active EE | $12,774 | $7,271+75.7% | $6,569+94.5% | $5,439+134.9% |
| Admin fee / account holder | $33,232 | $13,799+140.8% | $11,283+194.5% | $10,885+205.3% |