Filed September 21, 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 | $76,909 | $79,523-3.3% | $140,016-45.1% | $56,287+36.6% |
| Participation rate | 88.8% | 85.7%+3.1pp | 87.5%+1.3pp | 69.9%+18.9pp |
| Annual return | -5.99% | 2.39%-8.4pp | 651.12%-657.1pp | -9.96%+4.0pp |
| Employer contribution / active EE | $1,849 | $3,350-44.8% | $5,606-67.0% | $2,111-12.4% |
| Participant deferral / active EE | $3,883 | $5,129-24.3% | $6,927-43.9% | $3,350+15.9% |
| Admin fee / account holder | $5,422 | $614+782.7% | $10,705-49.4% | $521+940.9% |