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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,515 | $100,041-65.5% | $149,718-76.9% | $70,131-50.8% |
| Participation rate | 96.0% | 83.6%+12.4pp | 87.1%+8.9pp | 69.5%+26.5pp |
| Annual return | 11.96% | 27.43%-15.5pp | 1501.63%-1489.7pp | 73.14%-61.2pp |
| Employer contribution / active EE | $1,846 | $3,662-49.6% | $5,445-66.1% | $2,342-21.2% |
| Participant deferral / active EE | $3,888 | $4,983-22.0% | $6,569-40.8% | $3,332+16.7% |
| Admin fee / account holder | $7,992 | $8,286-3.6% | $11,283-29.2% | $4,645+72.0% |