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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,231 | $99,652+25.7% | $78,778+59.0% | $147,584-15.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 10.85% | 47.28%-36.4pp | 35.62%-24.8pp | 578.55%-567.7pp |
| Employer contribution / active EE | $7,289 | $2,796+160.7% | $1,986+267.1% | $4,876+49.5% |
| Participant deferral / active EE | $2,093 | $3,664-42.9% | $2,958-29.2% | $5,439-61.5% |
| Admin fee / account holder | $596 | $7,155-91.7% | $5,134-88.4% | $10,885-94.5% |