Filed September 24, 2021 (most recent of 3 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 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 | $82,343 | $138,385-40.5% | $184,200-55.3% | $80,874+1.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 12.53% | 20.02%-7.5pp | 28.80%-16.3pp | 35.62%-23.1pp |
| Employer contribution / active EE | $7,934 | $4,849+63.6% | $6,424+23.5% | $2,756+187.9% |
| Participant deferral / active EE | $5,618 | $7,073-20.6% | $9,132-38.5% | $4,297+30.7% |
| Admin fee / account holder | $314 | $10,483-97.0% | $13,907-97.7% | $6,935-95.5% |