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 | $68,564 | $125,758-45.5% | $169,993-59.7% | $75,163-8.8% |
| Participation rate | 84.1% | 83.6%+0.5pp | 87.0%-2.9pp | 67.2%+16.9pp |
| Annual return | 18.08% | 27.20%-9.1pp | 53.37%-35.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $2,707 | $4,615-41.3% | $6,785-60.1% | $2,670+1.4% |
| Participant deferral / active EE | $3,617 | $6,837-47.1% | $10,408-65.2% | $4,125-12.3% |
| Admin fee / account holder | $10,625 | $8,173+30.0% | $12,815-17.1% | $5,651+88.0% |