Filed July 18, 2023 (most recent of 2 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,468 | $209,336-69.2% | $197,124-67.3% | $137,256-53.0% |
| Participation rate | 89.5% | 87.3%+2.2pp | 86.7%+2.8pp | 80.0%+9.5pp |
| Annual return | 9.47% | 48.09%-38.6pp | 44.34%-34.9pp | 220.34%-210.9pp |
| Employer contribution / active EE | $3,669 | $6,591-44.3% | $6,227-41.1% | $4,156-11.7% |
| Participant deferral / active EE | $4,295 | $9,614-55.3% | $9,135-53.0% | $6,407-33.0% |
| Admin fee / account holder | $7,896 | $17,308-54.4% | $16,298-51.6% | $12,270-35.7% |