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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,344 | $49,177+61.3% | $79,464-0.2% | $64,186+23.6% |
| Participation rate | 85.7% | 65.0%+20.7pp | 73.3%+12.4pp | 69.6%+16.1pp |
| Annual return | -5.59% | -1.16%-4.4pp | 718.14%-723.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $7,143 | $2,076+244.0% | $2,800+155.1% | $2,381+200.0% |
| Participant deferral / active EE | $6,237 | $2,821+121.1% | $3,704+68.4% | $3,470+79.8% |
| Admin fee / account holder | $15,676 | $3,839+308.4% | $5,113+206.6% | $4,888+220.7% |