Filed June 29, 2023 (most recent of 4 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 | $57,965 | $160,055-63.8% | $140,016-58.6% | $135,375-57.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.02% | 911.38%-919.4pp | 651.12%-659.1pp | 519.73%-527.8pp |
| Employer contribution / active EE | $4,892 | $6,420-23.8% | $5,606-12.7% | $4,779+2.4% |
| Participant deferral / active EE | $3,865 | $7,642-49.4% | $6,927-44.2% | $5,609-31.1% |
| Admin fee / account holder | $2,139 | $13,328-84.0% | $10,705-80.0% | $10,827-80.2% |