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 | $99,248 | $162,781-39.0% | $133,956-25.9% | $158,922-37.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.47% | 41.94%-30.5pp | 45.09%-33.6pp | 302.83%-291.4pp |
| Employer contribution / active EE | $7,838 | $4,975+57.5% | $3,919+100.0% | $4,761+64.6% |
| Participant deferral / active EE | $12,642 | $5,911+113.9% | $5,048+150.5% | $5,982+111.3% |
| Admin fee / account holder | $44,713 | $11,736+281.0% | $8,927+400.9% | $11,246+297.6% |