Filed April 22, 2022 (most recent of 4 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.)
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 | $15,804 | $109,359-85.5% | $162,163-90.3% | $72,985-78.3% |
| Participation rate | 71.7% | 84.3%-12.6pp | 87.6%-15.9pp | 69.5%+2.2pp |
| Annual return | 19.95% | 25.46%-5.5pp | 115.59%-95.6pp | 81.00%-61.0pp |
| Employer contribution / active EE | $1,195 | $3,907-69.4% | $5,614-78.7% | $2,440-51.0% |
| Participant deferral / active EE | $1,849 | $5,481-66.3% | $7,298-74.7% | $3,607-48.7% |
| Admin fee / account holder | $619 | $7,972-92.2% | $10,843-94.3% | $5,124-87.9% |