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 | $68,490 | $125,758-45.5% | $169,993-59.7% | $75,163-8.9% |
| Participation rate | 82.5% | 83.6%-1.1pp | 87.0%-4.5pp | 67.2%+15.3pp |
| Annual return | 13.57% | 27.20%-13.6pp | 53.37%-39.8pp | 160.62%-147.0pp |
| Employer contribution / active EE | $3,023 | $4,615-34.5% | $6,785-55.5% | $2,670+13.2% |
| Participant deferral / active EE | $4,244 | $6,837-37.9% | $10,408-59.2% | $4,125+2.9% |
| Admin fee / account holder | $12,596 | $8,173+54.1% | $12,815-1.7% | $5,651+122.9% |