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.
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 | $22,989 | $123,793-81.4% | $177,821-87.1% | $79,858-71.2% |
| Participation rate | 86.5% | 84.7%+1.9pp | 87.7%-1.2pp | 69.6%+16.9pp |
| Annual return | 16.46% | 22.82%-6.4pp | 48.32%-31.9pp | 31.71%-15.3pp |
| Employer contribution / active EE | $1,773 | $4,095-56.7% | $5,918-70.0% | $2,471-28.2% |
| Participant deferral / active EE | $2,653 | $5,956-55.5% | $7,714-65.6% | $3,740-29.1% |
| Admin fee / account holder | $560 | $7,243-92.3% | $12,427-95.5% | $5,306-89.4% |