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 | $70,756+447.7% | $65,493+491.7% | $142,382+172.2% |
| Participation rate | 95.7% | 77.4%+18.3pp | 73.1%+22.6pp | 80.1%+15.5pp |
| Annual return | 9.61% | 1754.89%-1745.3pp | 982.45%-972.8pp | 217.08%-207.5pp |
| Employer contribution / active EE | $11,345 | $2,881+293.8% | $2,574+340.7% | $4,299+163.9% |
| Participant deferral / active EE | $13,124 | $4,637+183.0% | $3,961+231.3% | $6,507+101.7% |
| Admin fee / account holder | $2,694 | $6,559-58.9% | $5,028-46.4% | $12,624-78.7% |