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 | $85,897 | $87,841-2.2% | $133,980-35.9% | $62,891+36.6% |
| Participation rate | 84.2% | 83.4%+0.8pp | 87.1%-2.9pp | 69.3%+14.9pp |
| Annual return | 8.47% | 12.05%-3.6pp | 29.30%-20.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,930 | $3,483-44.6% | $5,211-63.0% | $2,281-15.4% |
| Participant deferral / active EE | $2,444 | $4,812-49.2% | $6,282-61.1% | $3,203-23.7% |
| Admin fee / account holder | $2,876 | $5,371-46.5% | $9,324-69.2% | $4,296-33.0% |