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 | $70,624 | $137,414-48.6% | $189,513-62.7% | $85,850-17.7% |
| Participation rate | 85.2% | 84.6%+0.6pp | 87.8%-2.6pp | 69.3%+15.9pp |
| Annual return | 13.14% | 38.14%-25.0pp | 555.15%-542.0pp | 318.53%-305.4pp |
| Employer contribution / active EE | $2,425 | $4,344-44.2% | $6,162-60.6% | $2,565-5.5% |
| Participant deferral / active EE | $3,387 | $6,260-45.9% | $8,221-58.8% | $3,952-14.3% |
| Admin fee / account holder | $2,748 | $8,630-68.2% | $12,045-77.2% | $6,260-56.1% |