Filed August 22, 2023 (most recent of 3 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 | $69,614 | $47,848+45.5% | $81,478-14.6% | $70,131-0.7% |
| Participation rate | 95.1% | 58.3%+36.8pp | 68.0%+27.1pp | 69.5%+25.5pp |
| Annual return | 21.26% | 27.25%-6.0pp | 38.78%-17.5pp | 73.14%-51.9pp |
| Employer contribution / active EE | $2,065 | $1,527+35.2% | $2,568-19.6% | $2,342-11.8% |
| Participant deferral / active EE | $3,216 | $2,453+31.1% | $3,537-9.1% | $3,332-3.5% |
| Admin fee / account holder | $1,231 | $3,145-60.9% | $4,561-73.0% | $4,645-73.5% |