Filed October 2, 2023
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 | $222,024 | $148,978+49.0% | $200,582+10.7% | $84,808+161.8% |
| Participation rate | 96.6% | 84.2%+12.4pp | 86.9%+9.7pp | 68.3%+28.3pp |
| Annual return | 18.10% | 28.16%-10.1pp | 42.33%-24.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $4,109 | $4,815-14.7% | $6,419-36.0% | $2,631+56.2% |
| Participant deferral / active EE | $10,499 | $7,142+47.0% | $9,331+12.5% | $4,212+149.3% |
| Admin fee / account holder | $4,812 | $13,977-65.6% | $16,305-70.5% | $7,344-34.5% |