Filed August 29, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,611 | $54,705+232.0% | $71,209+155.0% | $84,808+114.1% |
| Participation rate | 86.8% | 64.1%+22.8pp | 73.8%+13.1pp | 68.3%+18.5pp |
| Annual return | 19.19% | 35.90%-16.7pp | 282.51%-263.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $11,706 | $2,158+442.5% | $2,721+330.2% | $2,631+344.9% |
| Participant deferral / active EE | $8,921 | $3,030+194.4% | $4,175+113.7% | $4,212+111.8% |
| Admin fee / account holder | $4,512 | $4,863-7.2% | $5,349-15.6% | $7,344-38.6% |