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 | $122,776 | $176,812-30.6% | $146,665-16.3% | $167,490-26.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.01% | 24.03%-7.0pp | 22.74%-5.7pp | 478.56%-461.5pp |
| Employer contribution / active EE | $9,136 | $5,160+77.1% | $4,136+120.9% | $4,837+88.9% |
| Participant deferral / active EE | $13,362 | $6,440+107.5% | $5,506+142.7% | $6,341+110.7% |
| Admin fee / account holder | $10,387 | $13,259-21.7% | $10,280+1.0% | $12,309-15.6% |