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 | $139,587 | $48,230+189.4% | $67,502+106.8% | $80,856+72.6% |
| Participation rate | 89.7% | 66.4%+23.4pp | 72.9%+16.9pp | 67.6%+22.1pp |
| Annual return | 13.66% | 18.28%-4.6pp | 3512.12%-3498.5pp | 35.59%-21.9pp |
| Employer contribution / active EE | $5,177 | $2,020+156.3% | $2,731+89.6% | $2,755+87.9% |
| Participant deferral / active EE | $10,248 | $2,924+250.5% | $4,000+156.2% | $4,296+138.6% |
| Admin fee / account holder | $5,785 | $3,681+57.2% | $3,998+44.7% | $6,918-16.4% |