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 | $84,131 | $123,793-32.0% | $177,821-52.7% | $79,858+5.4% |
| Participation rate | 84.8% | 84.7%+0.1pp | 87.7%-2.9pp | 69.6%+15.1pp |
| Annual return | 17.91% | 22.82%-4.9pp | 48.32%-30.4pp | 31.71%-13.8pp |
| Employer contribution / active EE | $3,309 | $4,095-19.2% | $5,918-44.1% | $2,471+33.9% |
| Participant deferral / active EE | $4,832 | $5,956-18.9% | $7,714-37.4% | $3,740+29.2% |
| Admin fee / account holder | $19,496 | $7,243+169.2% | $12,427+56.9% | $5,306+267.4% |