Filed December 1, 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 7-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,978 | $91,538-86.9% | $129,995-90.8% | $75,163-84.1% |
| Participation rate | 90.7% | 71.4%+19.3pp | 78.5%+12.2pp | 67.2%+23.5pp |
| Annual return | 11.46% | -631.11%+642.6pp | -137.18%+148.6pp | 160.62%-149.2pp |
| Employer contribution / active EE | $2,849 | $2,845+0.1% | $4,320-34.0% | $2,670+6.7% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $867 | $6,790-87.2% | $10,614-91.8% | $5,651-84.7% |