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.
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 | $44,673 | $110,094-59.4% | $151,611-70.5% | $68,494-34.8% |
| Participation rate | 93.3% | 84.0%+9.4pp | 87.5%+5.8pp | 67.9%+25.4pp |
| Annual return | -12.94% | -10.12%-2.8pp | 3.33%-16.3pp | -7.84%-5.1pp |
| Employer contribution / active EE | $1,635 | $4,471-63.4% | $6,166-73.5% | $2,596-37.0% |
| Participant deferral / active EE | $3,351 | $6,527-48.7% | $8,363-59.9% | $4,027-16.8% |
| Admin fee / account holder | $4,919 | $7,719-36.3% | $11,616-57.7% | $5,403-8.9% |