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 | $121,121 | $209,832-42.3% | $189,513-36.1% | $167,490-27.7% |
| Participation rate | 94.1% | 88.7%+5.5pp | 87.8%+6.3pp | 82.1%+12.0pp |
| Annual return | 13.82% | 748.27%-734.5pp | 555.15%-541.3pp | 478.56%-464.7pp |
| Employer contribution / active EE | $5,705 | $6,914-17.5% | $6,162-7.4% | $4,837+17.9% |
| Participant deferral / active EE | $3,796 | $8,935-57.5% | $8,221-53.8% | $6,341-40.1% |
| Admin fee / account holder | $12,619 | $14,293-11.7% | $12,045+4.8% | $12,309+2.5% |