Filed December 16, 2021
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 | $172,751 | $98,750+74.9% | $149,696+15.4% | $79,858+116.3% |
| Participation rate | 87.8% | 75.8%+12.0pp | 82.5%+5.3pp | 69.6%+18.2pp |
| Annual return | 16.25% | 27.43%-11.2pp | 276.60%-260.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $2,822 | $3,216-12.3% | $4,644-39.2% | $2,471+14.2% |
| Participant deferral / active EE | $8,176 | $5,680+43.9% | $6,842+19.5% | $3,740+118.6% |
| Admin fee / account holder | $8,345 | $6,053+37.9% | $9,309-10.4% | $5,306+57.3% |