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 | $73,202 | $72,277+1.3% | $101,248-27.7% | $79,858-8.3% |
| Participation rate | 96.1% | 68.5%+27.6pp | 75.8%+20.3pp | 69.6%+26.4pp |
| Annual return | 18.50% | 22.30%-3.8pp | 46.47%-28.0pp | 31.71%-13.2pp |
| Employer contribution / active EE | $3,615 | $2,692+34.3% | $3,660-1.2% | $2,471+46.3% |
| Participant deferral / active EE | $8,326 | $3,282+153.7% | $4,370+90.5% | $3,740+122.6% |
| Admin fee / account holder | $2,920 | $4,400-33.7% | $5,945-50.9% | $5,306-45.0% |