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 | $146,267+51.8% | $197,124+12.6% | $82,448+169.3% |
| Participation rate | 96.6% | 84.0%+12.6pp | 86.7%+9.9pp | 68.1%+28.5pp |
| Annual return | 18.10% | 29.61%-11.5pp | 44.34%-26.2pp | 41.64%-23.5pp |
| Employer contribution / active EE | $4,109 | $4,723-13.0% | $6,227-34.0% | $2,551+61.1% |
| Participant deferral / active EE | $10,499 | $7,035+49.3% | $9,135+14.9% | $4,139+153.7% |
| Admin fee / account holder | $4,812 | $14,422-66.6% | $16,298-70.5% | $7,234-33.5% |