Filed April 13, 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 | $172,161 | $99,341+73.3% | $84,750+103.1% | $273,961-37.2% |
| Participation rate | 91.7% | 80.7%+11.0pp | 76.6%+15.1pp | 83.0%+8.7pp |
| Annual return | 6.78% | 22.93%-16.1pp | 22.78%-16.0pp | 41.45%-34.7pp |
| Employer contribution / active EE | $2,516 | $4,214-40.3% | $3,574-29.6% | $4,869-48.3% |
| Participant deferral / active EE | $7,294 | $4,269+70.9% | $3,712+96.5% | $5,287+38.0% |
| Admin fee / account holder | $47,969 | $6,644+622.0% | $5,332+799.6% | $10,132+373.4% |