Filed August 29, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,769 | $112,729+158.8% | $98,716+195.6% | $137,256+112.6% |
| Participation rate | 90.5% | 74.2%+16.2pp | 69.3%+21.2pp | 80.0%+10.5pp |
| Annual return | 18.33% | 38.48%-20.2pp | 31.81%-13.5pp | 220.34%-202.0pp |
| Employer contribution / active EE | $11,357 | $2,725+316.7% | $2,279+398.4% | $4,156+173.3% |
| Participant deferral / active EE | $4,638 | $4,640-0.1% | $4,048+14.6% | $6,407-27.6% |
| Admin fee / account holder | $10,775 | $10,129+6.4% | $8,703+23.8% | $12,270-12.2% |