Filed July 21, 2022
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,810 | $101,724-23.5% | $164,813-52.8% | $80,856-3.8% |
| Participation rate | 92.9% | 71.8%+21.0pp | 78.6%+14.3pp | 67.6%+25.2pp |
| Annual return | 9.88% | 16.72%-6.8pp | 69.93%-60.0pp | 35.59%-25.7pp |
| Employer contribution / active EE | $1,517 | $2,953-48.6% | $4,341-65.0% | $2,755-44.9% |
| Participant deferral / active EE | $5,390 | $4,477+20.4% | $6,031-10.6% | $4,296+25.5% |
| Admin fee / account holder | $9,676 | $8,227+17.6% | $12,690-23.8% | $6,918+39.9% |