Filed January 11, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,407 | $49,227+193.3% | $70,449+105.0% | $79,858+80.8% |
| Participation rate | 85.3% | 69.2%+16.1pp | 75.1%+10.2pp | 69.6%+15.7pp |
| Annual return | 19.22% | 30.06%-10.8pp | 109.03%-89.8pp | 31.71%-12.5pp |
| Employer contribution / active EE | $3,094 | $2,099+47.4% | $2,737+13.1% | $2,471+25.2% |
| Participant deferral / active EE | $7,525 | $2,768+171.9% | $3,709+102.9% | $3,740+101.2% |
| Admin fee / account holder | $4,563 | $2,878+58.5% | $3,845+18.7% | $5,306-14.0% |