Filed December 21, 2021 (most recent of 2 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 9-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 | $40,607 | $53,516-24.1% | $126,539-67.9% | $84,808-52.1% |
| Participation rate | 78.4% | 58.2%+20.1pp | 69.8%+8.6pp | 68.3%+10.1pp |
| Annual return | 14.14% | 58.34%-44.2pp | 425.95%-411.8pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,545 | $1,535+0.7% | $3,674-58.0% | $2,631-41.3% |
| Participant deferral / active EE | $3,197 | $2,671+19.7% | $4,083-21.7% | $4,212-24.1% |
| Admin fee / account holder | $3,070 | $4,497-31.7% | $6,065-49.4% | $7,344-58.2% |