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 | $78,299 | $138,347-43.4% | $184,203-57.5% | $80,856-3.2% |
| Participation rate | 92.1% | 83.9%+8.3pp | 86.8%+5.3pp | 67.6%+24.5pp |
| Annual return | 16.39% | 20.02%-3.6pp | 28.81%-12.4pp | 35.59%-19.2pp |
| Employer contribution / active EE | $2,461 | $4,850-49.3% | $6,427-61.7% | $2,755-10.7% |
| Participant deferral / active EE | $4,465 | $7,071-36.9% | $9,131-51.1% | $4,296+3.9% |
| Admin fee / account holder | $4,082 | $10,483-61.1% | $13,901-70.6% | $6,918-41.0% |