Filed December 27, 2021
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 | $26,521 | $84,233-68.5% | $170,442-84.4% | $70,131-62.2% |
| Participation rate | 92.2% | 70.8%+21.3pp | 83.6%+8.6pp | 69.5%+22.6pp |
| Annual return | 13.76% | 23.06%-9.3pp | 205.93%-192.2pp | 73.14%-59.4pp |
| Employer contribution / active EE | $4,232 | $3,387+24.9% | $5,433-22.1% | $2,342+80.7% |
| Participant deferral / active EE | $2,593 | $3,086-16.0% | $4,939-47.5% | $3,332-22.2% |
| Admin fee / account holder | $1,855 | $5,698-67.5% | $13,880-86.6% | $4,645-60.1% |