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 | $63,211 | $39,122+61.6% | $57,179+10.5% | $62,891+0.5% |
| Participation rate | 92.5% | 70.5%+22.0pp | 75.3%+17.1pp | 69.3%+23.1pp |
| Annual return | 5.78% | 9.23%-3.5pp | 14.59%-8.8pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,212 | $2,374+35.3% | $3,096+3.7% | $3,203+0.3% |
| Admin fee / account holder | $10,685 | $2,592+312.2% | $3,139+240.4% | $4,296+148.7% |