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 | $126,488 | $152,587-17.1% | $125,175+1.0% | $152,861-17.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.61% | 54.84%-36.2pp | 43.79%-25.2pp | 345.32%-326.7pp |
| Employer contribution / active EE | $10,436 | $4,946+111.0% | $3,865+170.0% | $4,762+119.1% |
| Participant deferral / active EE | $13,300 | $5,868+126.7% | $4,937+169.4% | $5,850+127.3% |
| Admin fee / account holder | $39,119 | $13,434+191.2% | $9,702+303.2% | $11,596+237.3% |