Filed February 28, 2022 (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 3-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 | $66,985 | $40,256+66.4% | $57,343+16.8% | $59,632+12.3% |
| Participation rate | 96.2% | 69.2%+27.0pp | 75.1%+21.1pp | 68.7%+27.6pp |
| Annual return | 1.47% | 27.49%-26.0pp | 24.39%-22.9pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,260 | $2,399+35.9% | $3,162+3.1% | $3,192+2.2% |
| Admin fee / account holder | $1,220 | $2,818-56.7% | $3,356-63.6% | $4,297-71.6% |