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 | $100,365 | $109,359-8.2% | $162,163-38.1% | $72,985+37.5% |
| Participation rate | 92.9% | 84.3%+8.6pp | 87.6%+5.3pp | 69.5%+23.4pp |
| Annual return | 22.52% | 25.46%-2.9pp | 115.59%-93.1pp | 81.00%-58.5pp |
| Employer contribution / active EE | $2,490 | $3,907-36.3% | $5,614-55.6% | $2,440+2.0% |
| Participant deferral / active EE | $4,010 | $5,481-26.8% | $7,298-45.1% | $3,607+11.1% |
| Admin fee / account holder | $5,835 | $7,972-26.8% | $10,843-46.2% | $5,124+13.9% |