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.
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 | $40,897 | $94,529-56.7% | $140,016-70.8% | $64,186-36.3% |
| Participation rate | 88.1% | 84.1%+4.0pp | 87.5%+0.6pp | 69.6%+18.5pp |
| Annual return | -4.62% | 7.77%-12.4pp | 651.12%-655.7pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,143 | $3,812-70.0% | $5,606-79.6% | $2,381-52.0% |
| Participant deferral / active EE | $2,095 | $5,250-60.1% | $6,927-69.8% | $3,470-39.6% |
| Admin fee / account holder | $910 | $6,741-86.5% | $10,705-91.5% | $4,888-81.4% |