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 | $58,561 | $123,793-52.7% | $177,821-67.1% | $79,858-26.7% |
| Participation rate | 82.8% | 84.7%-1.8pp | 87.7%-4.9pp | 69.6%+13.2pp |
| Annual return | 13.70% | 22.82%-9.1pp | 48.32%-34.6pp | 31.71%-18.0pp |
| Employer contribution / active EE | $2,137 | $4,095-47.8% | $5,918-63.9% | $2,471-13.5% |
| Participant deferral / active EE | $2,974 | $5,956-50.1% | $7,714-61.5% | $3,740-20.5% |
| Admin fee / account holder | $3,677 | $7,243-49.2% | $12,427-70.4% | $5,306-30.7% |