Filed August 9, 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 | $59,383 | $63,346-6.3% | $92,233-35.6% | $70,131-15.3% |
| Participation rate | 93.3% | 68.7%+24.7pp | 76.5%+16.9pp | 69.5%+23.8pp |
| Annual return | 28.29% | 530.12%-501.8pp | 176.28%-148.0pp | 73.14%-44.9pp |
| Employer contribution / active EE | $7,171 | $2,471+190.2% | $3,679+94.9% | $2,342+206.1% |
| Participant deferral / active EE | $7,774 | $2,854+172.4% | $3,897+99.5% | $3,332+133.3% |
| Admin fee / account holder | $1,405 | $3,840-63.4% | $5,194-72.9% | $4,645-69.8% |