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 | $62,823 | $138,347-54.6% | $184,203-65.9% | $80,856-22.3% |
| Participation rate | 81.5% | 83.9%-2.4pp | 86.8%-5.3pp | 67.6%+13.8pp |
| Annual return | 13.03% | 20.02%-7.0pp | 28.81%-15.8pp | 35.59%-22.6pp |
| Employer contribution / active EE | $3,838 | $4,850-20.9% | $6,427-40.3% | $2,755+39.3% |
| Participant deferral / active EE | $5,134 | $7,071-27.4% | $9,131-43.8% | $4,296+19.5% |
| Admin fee / account holder | $28,263 | $10,483+169.6% | $13,901+103.3% | $6,918+308.5% |