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 | $83,004 | $148,978-44.3% | $200,582-58.6% | $84,808-2.1% |
| Participation rate | 83.1% | 84.2%-1.2pp | 86.9%-3.8pp | 68.3%+14.8pp |
| Annual return | 16.25% | 28.16%-11.9pp | 42.33%-26.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $3,123 | $4,815-35.1% | $6,419-51.4% | $2,631+18.7% |
| Participant deferral / active EE | $4,072 | $7,142-43.0% | $9,331-56.4% | $4,212-3.3% |
| Admin fee / account holder | $2,481 | $13,977-82.3% | $16,305-84.8% | $7,344-66.2% |