Filed May 18, 2022
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 | $79,960 | $76,552+4.5% | $123,892-35.5% | $62,891+27.1% |
| Participation rate | 81.4% | 73.0%+8.4pp | 81.4%-0.1pp | 69.3%+12.1pp |
| Annual return | 6.91% | 18.68%-11.8pp | 47.52%-40.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $3,518 | $2,883+22.0% | $4,617-23.8% | $2,281+54.2% |
| Participant deferral / active EE | $6,113 | $4,840+26.3% | $5,984+2.1% | $3,203+90.8% |
| Admin fee / account holder | $15,555 | $4,826+222.3% | $8,357+86.1% | $4,296+262.1% |