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 | $203,129 | $87,841+131.2% | $133,980+51.6% | $62,891+223.0% |
| Participation rate | 97.6% | 83.4%+14.2pp | 87.1%+10.6pp | 69.3%+28.3pp |
| Annual return | 9.26% | 12.05%-2.8pp | 29.30%-20.0pp | 20.14%-10.9pp |
| Employer contribution / active EE | $2,394 | $3,483-31.3% | $5,211-54.1% | $2,281+5.0% |
| Participant deferral / active EE | $5,621 | $4,812+16.8% | $6,282-10.5% | $3,203+75.5% |
| Admin fee / account holder | $2,036 | $5,371-62.1% | $9,324-78.2% | $4,296-52.6% |