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 | $52,964 | $48,076+10.2% | $78,689-32.7% | $62,891-15.8% |
| Participation rate | 96.2% | 65.2%+30.9pp | 73.6%+22.6pp | 69.3%+26.8pp |
| Annual return | 7.20% | 31.35%-24.2pp | 62.18%-55.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $5,053 | $2,015+150.8% | $2,851+77.2% | $2,281+121.5% |
| Participant deferral / active EE | $0 | $2,588-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $645 | $3,207-79.9% | $4,510-85.7% | $4,296-85.0% |