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 | $86,500 | $44,960+92.4% | $84,966+1.8% | $74,495+16.1% |
| Participation rate | 81.7% | 49.4%+32.4pp | 67.5%+14.2pp | 67.2%+14.5pp |
| Annual return | 15.82% | 26.24%-10.4pp | 66.38%-50.6pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $1,177 | $1,457-19.2% | $2,727-56.8% | $2,623-55.1% |
| Participant deferral / active EE | $3,350 | $2,731+22.7% | $4,519-25.9% | $4,346-22.9% |
| Admin fee / account holder | $2,763 | $2,209+25.1% | $6,149-55.1% | $1,942+42.3% |