Filed July 29, 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 | $80,878 | $171,865-52.9% | $149,718-46.0% | $147,584-45.2% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 16.84% | 2113.22%-2096.4pp | 1501.63%-1484.8pp | 578.55%-561.7pp |
| Employer contribution / active EE | $4,352 | $6,275-30.6% | $5,445-20.1% | $4,876-10.7% |
| Participant deferral / active EE | $12,669 | $7,271+74.3% | $6,569+92.9% | $5,439+132.9% |
| Admin fee / account holder | $508 | $13,799-96.3% | $11,283-95.5% | $10,885-95.3% |