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 | $104,174 | $54,762+90.2% | $90,281+15.4% | $72,985+42.7% |
| Participation rate | 88.5% | 65.1%+23.4pp | 73.3%+15.3pp | 69.5%+19.0pp |
| Annual return | 25.54% | 30.63%-5.1pp | 78.10%-52.6pp | 81.00%-55.5pp |
| Employer contribution / active EE | $7,724 | $2,092+269.1% | $2,854+170.6% | $2,440+216.6% |
| Participant deferral / active EE | $6,756 | $2,887+134.0% | $3,885+73.9% | $3,607+87.3% |
| Admin fee / account holder | $5,708 | $3,972+43.7% | $5,351+6.7% | $5,124+11.4% |