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 | $103,762 | $60,124+72.6% | $90,404+14.8% | $79,858+29.9% |
| Participation rate | 94.8% | 65.0%+29.8pp | 72.7%+22.1pp | 69.6%+25.2pp |
| Annual return | 15.29% | 71.94%-56.7pp | 1293.02%-1277.7pp | 31.71%-16.4pp |
| Employer contribution / active EE | $3,368 | $2,068+62.9% | $3,262+3.2% | $2,471+36.3% |
| Participant deferral / active EE | $6,799 | $2,938+131.4% | $3,963+71.5% | $3,740+81.8% |
| Admin fee / account holder | $25,291 | $3,976+536.0% | $5,611+350.8% | $5,306+376.6% |