Filed July 12, 2021 (most recent of 2 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 | $13,545 | $85,202-84.1% | $172,739-92.2% | $72,985-81.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 14.22% | 27.32%-13.1pp | 802.84%-788.6pp | 81.00%-66.8pp |
| Employer contribution / active EE | $4,947 | $3,324+48.8% | $5,143-3.8% | $2,440+102.7% |
| Participant deferral / active EE | $1,959 | $3,260-39.9% | $5,198-62.3% | $3,607-45.7% |
| Admin fee / account holder | $9,197 | $5,884+56.3% | $13,954-34.1% | $5,124+79.5% |