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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $93,392 | $52,279+78.6% | $89,391+4.5% | $79,858+16.9% |
| Participation rate | 91.5% | 57.5%+33.9pp | 68.0%+23.5pp | 69.6%+21.8pp |
| Annual return | 20.89% | 22.16%-1.3pp | 245.62%-224.7pp | 31.71%-10.8pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,000 | $2,740+9.5% | $3,890-22.9% | $3,740-19.8% |
| Admin fee / account holder | $7,276 | $3,356+116.8% | $4,881+49.1% | $5,306+37.1% |