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 | $65,327 | $42,383+54.1% | $76,523-14.6% | $64,186+1.8% |
| Participation rate | 96.6% | 58.1%+38.5pp | 68.0%+28.6pp | 69.6%+27.1pp |
| Annual return | -6.57% | -16.54%+10.0pp | -0.27%-6.3pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,049 | $1,563+31.0% | $2,647-22.6% | $2,381-14.0% |
| Participant deferral / active EE | $3,506 | $2,566+36.6% | $3,835-8.6% | $3,470+1.1% |
| Admin fee / account holder | $1,089 | $3,198-65.9% | $4,848-77.5% | $4,888-77.7% |