Filed February 24, 2022 (most recent of 3 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,252 | $171,865-82.4% | $149,718-79.8% | $147,584-79.5% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 9.35% | 2113.22%-2103.9pp | 1501.63%-1492.3pp | 578.55%-569.2pp |
| Employer contribution / active EE | $4,455 | $6,275-29.0% | $5,445-18.2% | $4,876-8.7% |
| Participant deferral / active EE | $5,353 | $7,271-26.4% | $6,569-18.5% | $5,439-1.6% |
| Admin fee / account holder | $894 | $13,799-93.5% | $11,283-92.1% | $10,885-91.8% |