Filed June 8, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,305 | $110,094-47.9% | $151,611-62.2% | $68,494-16.3% |
| Participation rate | 91.6% | 84.0%+7.6pp | 87.5%+4.1pp | 67.9%+23.7pp |
| Annual return | -18.99% | -10.12%-8.9pp | 3.33%-22.3pp | -7.84%-11.1pp |
| Employer contribution / active EE | $2,825 | $4,471-36.8% | $6,166-54.2% | $2,596+8.8% |
| Participant deferral / active EE | $3,863 | $6,527-40.8% | $8,363-53.8% | $4,027-4.1% |
| Admin fee / account holder | $3,358 | $7,719-56.5% | $11,616-71.1% | $5,403-37.8% |