Filed March 17, 2021
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 | $47,904 | $63,346-24.4% | $92,233-48.1% | $70,131-31.7% |
| Participation rate | 83.7% | 68.7%+15.0pp | 76.5%+7.2pp | 69.5%+14.1pp |
| Annual return | 20.63% | 530.12%-509.5pp | 176.28%-155.6pp | 73.14%-52.5pp |
| Employer contribution / active EE | $2,675 | $2,471+8.2% | $3,679-27.3% | $2,342+14.2% |
| Participant deferral / active EE | $5,949 | $2,854+108.5% | $3,897+52.7% | $3,332+78.5% |
| Admin fee / account holder | $441 | $3,840-88.5% | $5,194-91.5% | $4,645-90.5% |