Filed July 18, 2023
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 7-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 | $72,328 | $72,277+0.1% | $101,248-28.6% | $79,858-9.4% |
| Participation rate | 83.3% | 68.5%+14.9pp | 75.8%+7.5pp | 69.6%+13.7pp |
| Annual return | 25.47% | 22.30%+3.2pp | 46.47%-21.0pp | 31.71%-6.2pp |
| Employer contribution / active EE | $3,284 | $2,692+22.0% | $3,660-10.3% | $2,471+32.9% |
| Participant deferral / active EE | $6,910 | $3,282+110.6% | $4,370+58.1% | $3,740+84.7% |
| Admin fee / account holder | $1,183 | $4,400-73.1% | $5,945-80.1% | $5,306-77.7% |