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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,253 | $148,978-63.6% | $200,582-73.0% | $84,808-36.0% |
| Participation rate | 76.8% | 84.2%-7.4pp | 86.9%-10.1pp | 68.3%+8.5pp |
| Annual return | 14.36% | 28.16%-13.8pp | 42.33%-28.0pp | 40.90%-26.5pp |
| Employer contribution / active EE | $3,022 | $4,815-37.2% | $6,419-52.9% | $2,631+14.8% |
| Participant deferral / active EE | $4,775 | $7,142-33.1% | $9,331-48.8% | $4,212+13.4% |
| Admin fee / account holder | $6,570 | $13,977-53.0% | $16,305-59.7% | $7,344-10.5% |