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 | $127,293 | $65,409+94.6% | $98,442+29.3% | $85,850+48.3% |
| Participation rate | 94.7% | 65.0%+29.7pp | 73.3%+21.4pp | 69.3%+25.4pp |
| Annual return | 15.31% | 21.76%-6.4pp | 1492.73%-1477.4pp | 318.53%-303.2pp |
| Employer contribution / active EE | $3,216 | $2,168+48.4% | $2,960+8.7% | $2,565+25.4% |
| Participant deferral / active EE | $6,848 | $3,166+116.3% | $4,276+60.1% | $3,952+73.3% |
| Admin fee / account holder | $6,877 | $4,593+49.7% | $5,949+15.6% | $6,260+9.9% |