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.
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 | $30,227 | $137,414-78.0% | $189,513-84.0% | $85,850-64.8% |
| Participation rate | 81.0% | 84.6%-3.6pp | 87.8%-6.8pp | 69.3%+11.7pp |
| Annual return | 14.31% | 38.14%-23.8pp | 555.15%-540.8pp | 318.53%-304.2pp |
| Employer contribution / active EE | $1,902 | $4,344-56.2% | $6,162-69.1% | $2,565-25.8% |
| Participant deferral / active EE | $3,170 | $6,260-49.4% | $8,221-61.4% | $3,952-19.8% |
| Admin fee / account holder | $530 | $8,630-93.9% | $12,045-95.6% | $6,260-91.5% |