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 | $61,362 | $110,094-44.3% | $151,611-59.5% | $68,494-10.4% |
| Participation rate | 82.1% | 84.0%-1.9pp | 87.5%-5.4pp | 67.9%+14.2pp |
| Annual return | -15.87% | -10.12%-5.8pp | 3.33%-19.2pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,571 | $4,471-42.5% | $6,166-58.3% | $2,596-1.0% |
| Participant deferral / active EE | $3,718 | $6,527-43.0% | $8,363-55.5% | $4,027-7.7% |
| Admin fee / account holder | $4,330 | $7,719-43.9% | $11,616-62.7% | $5,403-19.9% |