Filed February 1, 2022 (most recent of 3 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 | $115,877 | $94,529+22.6% | $140,016-17.2% | $64,186+80.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -4.46% | 7.77%-12.2pp | 651.12%-655.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $3,113 | $3,812-18.3% | $5,606-44.5% | $2,381+30.8% |
| Participant deferral / active EE | $5,146 | $5,250-2.0% | $6,927-25.7% | $3,470+48.3% |
| Admin fee / account holder | $11,088 | $6,741+64.5% | $10,705+3.6% | $4,888+126.8% |