Filed January 11, 2022 (most recent of 2 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 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 | $174,451 | $144,119+21.0% | $117,854+48.0% | $147,584+18.2% |
| Participation rate | 92.3% | 83.4%+8.9pp | 79.7%+12.6pp | 82.8%+9.5pp |
| Annual return | 14.28% | 531.15%-516.9pp | 335.08%-320.8pp | 578.55%-564.3pp |
| Employer contribution / active EE | $10,106 | $4,896+106.4% | $3,786+166.9% | $4,876+107.2% |
| Participant deferral / active EE | $12,356 | $5,316+132.4% | $4,482+175.7% | $5,439+127.2% |
| Admin fee / account holder | $9,702 | $10,886-10.9% | $8,020+21.0% | $10,885-10.9% |