Filed January 8, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,820 | $45,152+45.8% | $73,843-10.9% | $59,632+10.4% |
| Participation rate | 92.7% | 64.0%+28.7pp | 73.4%+19.3pp | 68.7%+24.1pp |
| Annual return | -4.84% | 27.40%-32.2pp | 2267.84%-2272.7pp | 2041.28%-2046.1pp |
| Employer contribution / active EE | $7,080 | $1,902+272.3% | $2,787+154.0% | $2,203+221.4% |
| Participant deferral / active EE | $5,306 | $2,574+106.1% | $3,583+48.1% | $3,192+66.2% |
| Admin fee / account holder | $3,769 | $3,516+7.2% | $4,880-22.8% | $4,297-12.3% |