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 | $47,172 | $109,359-56.9% | $162,163-70.9% | $72,985-35.4% |
| Participation rate | 87.3% | 84.3%+3.1pp | 87.6%-0.2pp | 69.5%+17.8pp |
| Annual return | 35.44% | 25.46%+10.0pp | 115.59%-80.2pp | 81.00%-45.6pp |
| Employer contribution / active EE | $2,082 | $3,907-46.7% | $5,614-62.9% | $2,440-14.7% |
| Participant deferral / active EE | $3,327 | $5,481-39.3% | $7,298-54.4% | $3,607-7.8% |
| Admin fee / account holder | $888 | $7,972-88.9% | $10,843-91.8% | $5,124-82.7% |