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 | $120,564 | $57,281+110.5% | $86,612+39.2% | $75,163+60.4% |
| Participation rate | 81.7% | 63.2%+18.5pp | 71.7%+10.0pp | 67.2%+14.5pp |
| Annual return | 17.31% | 2670.75%-2653.4pp | 591.07%-573.8pp | 160.62%-143.3pp |
| Employer contribution / active EE | $3,032 | $2,314+31.0% | $3,022+0.3% | $2,670+13.6% |
| Participant deferral / active EE | $5,731 | $3,318+72.8% | $4,438+29.2% | $4,125+38.9% |
| Admin fee / account holder | $18,239 | $4,112+343.6% | $5,614+224.9% | $5,651+222.8% |