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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,717 | $125,758-46.9% | $169,993-60.8% | $75,163-11.2% |
| Participation rate | 89.8% | 83.6%+6.2pp | 87.0%+2.8pp | 67.2%+22.6pp |
| Annual return | 18.64% | 27.20%-8.6pp | 53.37%-34.7pp | 160.62%-142.0pp |
| Employer contribution / active EE | $2,905 | $4,615-37.1% | $6,785-57.2% | $2,670+8.8% |
| Participant deferral / active EE | $3,811 | $6,837-44.3% | $10,408-63.4% | $4,125-7.6% |
| Admin fee / account holder | $2,484 | $8,173-69.6% | $12,815-80.6% | $5,651-56.0% |