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 | $14,413 | $101,724-85.8% | $164,813-91.3% | $80,856-82.2% |
| Participation rate | 80.4% | 71.8%+8.6pp | 78.6%+1.8pp | 67.6%+12.8pp |
| Annual return | 8.29% | 16.72%-8.4pp | 69.93%-61.6pp | 35.59%-27.3pp |
| Employer contribution / active EE | $3,372 | $2,953+14.2% | $4,341-22.3% | $2,755+22.4% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $492 | $8,227-94.0% | $12,690-96.1% | $6,918-92.9% |