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 | $99,276 | $42,894+131.4% | $60,874+63.1% | $68,494+44.9% |
| Participation rate | 74.3% | 66.8%+7.5pp | 73.1%+1.2pp | 67.9%+6.4pp |
| Annual return | -14.53% | -13.98%-0.5pp | 16.90%-31.4pp | -7.84%-6.7pp |
| Employer contribution / active EE | $3,855 | $1,978+94.9% | $2,701+42.7% | $2,596+48.5% |
| Participant deferral / active EE | $8,352 | $2,867+191.3% | $3,817+118.8% | $4,027+107.4% |
| Admin fee / account holder | $10,628 | $3,101+242.8% | $3,224+229.6% | $5,403+96.7% |