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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,394 | $123,793-33.4% | $177,821-53.7% | $79,858+3.2% |
| Participation rate | 91.8% | 84.7%+7.1pp | 87.7%+4.1pp | 69.6%+22.1pp |
| Annual return | 7.13% | 22.82%-15.7pp | 48.32%-41.2pp | 31.71%-24.6pp |
| Employer contribution / active EE | $2,329 | $4,095-43.1% | $5,918-60.7% | $2,471-5.7% |
| Participant deferral / active EE | $3,054 | $5,956-48.7% | $7,714-60.4% | $3,740-18.3% |
| Admin fee / account holder | $15,764 | $7,243+117.7% | $12,427+26.8% | $5,306+197.1% |