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 | $123,249 | $135,635-9.1% | $110,238+11.8% | $135,375-9.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -2.64% | 513.19%-515.8pp | 314.74%-317.4pp | 519.73%-522.4pp |
| Employer contribution / active EE | $9,281 | $4,906+89.2% | $3,826+142.5% | $4,779+94.2% |
| Participant deferral / active EE | $11,449 | $5,506+107.9% | $4,672+145.1% | $5,609+104.1% |
| Admin fee / account holder | $65,888 | $11,457+475.1% | $8,547+670.9% | $10,827+508.6% |