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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,004 | $125,758+16.9% | $169,993-13.5% | $75,163+95.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 13.49% | 27.20%-13.7pp | 53.37%-39.9pp | 160.62%-147.1pp |
| Employer contribution / active EE | $4,682 | $4,615+1.5% | $6,785-31.0% | $2,670+75.4% |
| Participant deferral / active EE | $6,498 | $6,837-5.0% | $10,408-37.6% | $4,125+57.5% |
| Admin fee / account holder | $28,543 | $8,173+249.2% | $12,815+122.7% | $5,651+405.1% |