Filed November 4, 2022 (most recent of 3 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 4-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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,377 | $104,919-76.8% | $116,228-79.0% | $85,563-71.5% |
| Participation rate | 99.2% | 78.6%+20.6pp | 74.6%+24.6pp | 66.0%+33.2pp |
| Annual return | -49.38% | 15.38%-64.8pp | 90.06%-139.4pp | 31.51%-80.9pp |
| Employer contribution / active EE | $11,984 | $3,485+243.8% | $2,994+300.2% | $2,654+351.6% |
| Participant deferral / active EE | $0 | $5,306-100.0% | $4,953-100.0% | $4,375-100.0% |
| Admin fee / account holder | $685 | $429+59.8% | $11,989-94.3% | $834-17.9% |