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 | $38,765 | $87,841-55.9% | $133,980-71.1% | $62,891-38.4% |
| Participation rate | 70.4% | 83.4%-13.0pp | 87.1%-16.7pp | 69.3%+1.1pp |
| Annual return | 6.28% | 12.05%-5.8pp | 29.30%-23.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,765 | $3,483-49.3% | $5,211-66.1% | $2,281-22.6% |
| Participant deferral / active EE | $3,702 | $4,812-23.1% | $6,282-41.1% | $3,203+15.6% |
| Admin fee / account holder | $2,376 | $5,371-55.8% | $9,324-74.5% | $4,296-44.7% |