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 | $84,511 | $109,359-22.7% | $162,163-47.9% | $72,985+15.8% |
| Participation rate | 81.8% | 84.3%-2.4pp | 87.6%-5.7pp | 69.5%+12.3pp |
| Annual return | 25.01% | 25.46%-0.4pp | 115.59%-90.6pp | 81.00%-56.0pp |
| Employer contribution / active EE | $3,177 | $3,907-18.7% | $5,614-43.4% | $2,440+30.2% |
| Participant deferral / active EE | $4,617 | $5,481-15.8% | $7,298-36.7% | $3,607+28.0% |
| Admin fee / account holder | $13,695 | $7,972+71.8% | $10,843+26.3% | $5,124+167.3% |