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 | $70,893 | $45,863+54.6% | $77,024-8.0% | $68,494+3.5% |
| Participation rate | 86.7% | 55.9%+30.8pp | 67.9%+18.8pp | 67.9%+18.8pp |
| Annual return | -18.03% | 1.72%-19.8pp | 42.32%-60.3pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,114 | $1,650-32.5% | $2,812-60.4% | $2,596-57.1% |
| Participant deferral / active EE | $3,688 | $2,962+24.5% | $4,426-16.7% | $4,027-8.4% |
| Admin fee / account holder | $9,245 | $3,041+204.0% | $5,425+70.4% | $5,403+71.1% |