Filed December 29, 2023 (most recent of 5 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 | $41,252 | $94,529-56.4% | $140,016-70.5% | $64,186-35.7% |
| Participation rate | 71.6% | 84.1%-12.4pp | 87.5%-15.9pp | 69.6%+2.1pp |
| Annual return | -4.49% | 7.77%-12.3pp | 651.12%-655.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $2,032 | $3,812-46.7% | $5,606-63.7% | $2,381-14.6% |
| Participant deferral / active EE | $3,112 | $5,250-40.7% | $6,927-55.1% | $3,470-10.3% |
| Admin fee / account holder | $4,155 | $6,741-38.4% | $10,705-61.2% | $4,888-15.0% |