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 | $104,342 | $185,822-43.8% | $169,993-38.6% | $139,434-25.2% |
| Participation rate | 90.0% | 87.8%+2.2pp | 87.0%+3.0pp | 80.3%+9.7pp |
| Annual return | 20.43% | 60.50%-40.1pp | 53.37%-32.9pp | 372.94%-352.5pp |
| Employer contribution / active EE | $4,358 | $7,590-42.6% | $6,785-35.8% | $4,751-8.3% |
| Participant deferral / active EE | $3,969 | $11,622-65.9% | $10,408-61.9% | $6,710-40.9% |
| Admin fee / account holder | $1,132 | $15,381-92.6% | $12,815-91.2% | $11,403-90.1% |