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 | $81,087 | $48,046+68.8% | $84,611-4.2% | $72,985+11.1% |
| Participation rate | 91.8% | 57.6%+34.2pp | 68.2%+23.5pp | 69.5%+22.3pp |
| Annual return | 22.07% | 37.38%-15.3pp | 258.74%-236.7pp | 81.00%-58.9pp |
| Employer contribution / active EE | $1,123 | $1,602-29.9% | $2,652-57.7% | $2,440-54.0% |
| Participant deferral / active EE | $3,494 | $2,680+30.3% | $3,899-10.4% | $3,607-3.1% |
| Admin fee / account holder | $1,725 | $3,395-49.2% | $4,912-64.9% | $5,124-66.3% |