Filed April 12, 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 | $62,545 | $180,449-65.3% | $154,107-59.4% | $135,375-53.8% |
| Participation rate | 92.9% | 87.4%+5.4pp | 83.0%+9.8pp | 82.6%+10.2pp |
| Annual return | 4.56% | 888.09%-883.5pp | 735.12%-730.6pp | 519.73%-515.2pp |
| Employer contribution / active EE | $7,931 | $6,035+31.4% | $5,298+49.7% | $4,779+66.0% |
| Participant deferral / active EE | $8,568 | $5,806+47.6% | $5,081+68.6% | $5,609+52.8% |
| Admin fee / account holder | $15,749 | $16,143-2.4% | $13,411+17.4% | $10,827+45.5% |