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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,669 | $69,977+33.9% | $108,579-13.7% | $62,891+48.9% |
| Participation rate | 77.2% | 72.9%+4.3pp | 79.6%-2.4pp | 69.3%+7.9pp |
| Annual return | 10.31% | 10.73%-0.4pp | -51.70%+62.0pp | 20.14%-9.8pp |
| Employer contribution / active EE | $1,154 | $2,135-46.0% | $3,758-69.3% | $2,281-49.4% |
| Participant deferral / active EE | $3,814 | $3,165+20.5% | $4,311-11.5% | $3,203+19.1% |
| Admin fee / account holder | $15,798 | $5,076+211.2% | $7,645+106.6% | $4,296+267.8% |