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 | $35,316 | $202,318-82.5% | $172,739-79.6% | $152,861-76.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.41% | 1029.65%-1008.2pp | 802.84%-781.4pp | 345.32%-323.9pp |
| Employer contribution / active EE | $11,580 | $5,856+97.7% | $5,143+125.2% | $4,762+143.2% |
| Participant deferral / active EE | $14,806 | $5,948+148.9% | $5,198+184.9% | $5,850+153.1% |
| Admin fee / account holder | $51,696 | $17,109+202.2% | $13,954+270.5% | $11,596+345.8% |