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 | $62,504 | $148,978-58.0% | $200,582-68.8% | $84,808-26.3% |
| Participation rate | 77.4% | 84.2%-6.9pp | 86.9%-9.5pp | 68.3%+9.0pp |
| Annual return | 14.72% | 28.16%-13.4pp | 42.33%-27.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $4,059 | $4,815-15.7% | $6,419-36.8% | $2,631+54.3% |
| Participant deferral / active EE | $4,614 | $7,142-35.4% | $9,331-50.6% | $4,212+9.5% |
| Admin fee / account holder | $19,978 | $13,977+42.9% | $16,305+22.5% | $7,344+172.0% |