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 | $165,568 | $148,978+11.1% | $200,582-17.5% | $84,808+95.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 15.65% | 28.16%-12.5pp | 42.33%-26.7pp | 40.90%-25.2pp |
| Employer contribution / active EE | $5,044 | $4,815+4.8% | $6,419-21.4% | $2,631+91.7% |
| Participant deferral / active EE | $6,089 | $7,142-14.7% | $9,331-34.7% | $4,212+44.6% |
| Admin fee / account holder | $2,290 | $13,977-83.6% | $16,305-86.0% | $7,344-68.8% |