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 | $117,983+147.3% | $101,794+186.6% | $142,382+104.9% |
| Participation rate | 90.5% | 74.2%+16.3pp | 69.2%+21.3pp | 80.1%+10.4pp |
| Annual return | 18.33% | 36.92%-18.6pp | 30.53%-12.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $11,357 | $2,773+309.6% | $2,289+396.2% | $4,299+164.2% |
| Participant deferral / active EE | $4,638 | $4,714-1.6% | $4,084+13.6% | $6,507-28.7% |
| Admin fee / account holder | $10,775 | $10,433+3.3% | $8,777+22.8% | $12,624-14.6% |