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.
Participant 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 | $63,479 | $183,963-65.5% | $162,163-60.9% | $152,861-58.5% |
| Participation rate | 95.2% | 88.5%+6.7pp | 87.6%+7.7pp | 82.4%+12.8pp |
| Annual return | 20.94% | 150.76%-129.8pp | 115.59%-94.7pp | 345.32%-324.4pp |
| Employer contribution / active EE | $4,121 | $6,371-35.3% | $5,614-26.6% | $4,762-13.5% |
| Participant deferral / active EE | $2,812 | $8,034-65.0% | $7,298-61.5% | $5,850-51.9% |
| Admin fee / account holder | $4,275 | $13,121-67.4% | $10,843-60.6% | $11,596-63.1% |