Filed July 21, 2022
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $387,551 | $68,097+469.1% | $62,929+515.9% | $137,256+182.4% |
| Participation rate | 95.7% | 77.4%+18.2pp | 73.1%+22.5pp | 80.0%+15.7pp |
| Annual return | 9.61% | 1859.11%-1849.5pp | 1063.93%-1054.3pp | 220.34%-210.7pp |
| Employer contribution / active EE | $11,345 | $2,811+303.6% | $2,505+353.0% | $4,156+173.0% |
| Participant deferral / active EE | $13,124 | $4,553+188.3% | $3,888+237.5% | $6,407+104.8% |
| Admin fee / account holder | $2,694 | $6,521-58.7% | $5,065-46.8% | $12,270-78.0% |