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 | $149,184 | $214,378-30.4% | $200,582-25.6% | $142,382+4.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.42% | 46.41%-30.0pp | 42.33%-25.9pp | 217.08%-200.7pp |
| Employer contribution / active EE | $6,572 | $6,841-3.9% | $6,419+2.4% | $4,299+52.9% |
| Participant deferral / active EE | $4,841 | $9,865-50.9% | $9,331-48.1% | $6,507-25.6% |
| Admin fee / account holder | $6,248 | $17,692-64.7% | $16,305-61.7% | $12,624-50.5% |