Filed May 18, 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 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,308 | $100,041-56.7% | $149,718-71.1% | $70,131-38.2% |
| Participation rate | 84.2% | 83.6%+0.6pp | 87.1%-2.9pp | 69.5%+14.7pp |
| Annual return | 59.61% | 27.43%+32.2pp | 1501.63%-1442.0pp | 73.14%-13.5pp |
| Employer contribution / active EE | $929 | $3,662-74.6% | $5,445-82.9% | $2,342-60.3% |
| Participant deferral / active EE | $2,177 | $4,983-56.3% | $6,569-66.9% | $3,332-34.7% |
| Admin fee / account holder | $2,678 | $8,286-67.7% | $11,283-76.3% | $4,645-42.4% |