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 | $115,276 | $58,208+98.0% | $81,812+40.9% | $80,856+42.6% |
| Participation rate | 84.4% | 63.4%+21.0pp | 72.3%+12.0pp | 67.6%+16.7pp |
| Annual return | 14.34% | 41.66%-27.3pp | 773.79%-759.5pp | 35.59%-21.3pp |
| Employer contribution / active EE | $4,637 | $2,340+98.2% | $2,912+59.2% | $2,755+68.3% |
| Participant deferral / active EE | $5,979 | $3,281+82.2% | $4,319+38.4% | $4,296+39.2% |
| Admin fee / account holder | $20,874 | $4,981+319.1% | $7,386+182.6% | $6,918+201.7% |