Filed June 29, 2022 (most recent of 4 filings on file)
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 | $72,025 | $94,529-23.8% | $140,016-48.6% | $64,186+12.2% |
| Participation rate | 82.6% | 84.1%-1.5pp | 87.5%-4.9pp | 69.6%+13.0pp |
| Annual return | -4.96% | 7.77%-12.7pp | 651.12%-656.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,465 | $3,812-35.3% | $5,606-56.0% | $2,381+3.6% |
| Participant deferral / active EE | $3,726 | $5,250-29.0% | $6,927-46.2% | $3,470+7.4% |
| Admin fee / account holder | $2,194 | $6,741-67.5% | $10,705-79.5% | $4,888-55.1% |