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 | $97,272 | $72,277+34.6% | $101,248-3.9% | $79,858+21.8% |
| Participation rate | 91.4% | 68.5%+22.9pp | 75.8%+15.6pp | 69.6%+21.8pp |
| Annual return | 29.97% | 22.30%+7.7pp | 46.47%-16.5pp | 31.71%-1.7pp |
| Employer contribution / active EE | $6,755 | $2,692+151.0% | $3,660+84.6% | $2,471+173.4% |
| Participant deferral / active EE | $9,951 | $3,282+203.2% | $4,370+127.7% | $3,740+166.1% |
| Admin fee / account holder | $4,571 | $4,400+3.9% | $5,945-23.1% | $5,306-13.8% |