Filed January 31, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,183 | $185,822-31.6% | $169,993-25.2% | $139,434-8.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.75% | 60.50%-47.8pp | 53.37%-40.6pp | 372.94%-360.2pp |
| Employer contribution / active EE | $5,948 | $7,590-21.6% | $6,785-12.3% | $4,751+25.2% |
| Participant deferral / active EE | $7,736 | $11,622-33.4% | $10,408-25.7% | $6,710+15.3% |
| Admin fee / account holder | $6,391 | $15,381-58.4% | $12,815-50.1% | $11,403-43.9% |