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 | $70,297 | $167,307-58.0% | $143,757-51.1% | $134,475-47.7% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -16.58% | 0.46%-17.0pp | -0.04%-16.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $11,362 | $5,619+102.2% | $4,951+129.5% | $4,740+139.7% |
| Participant deferral / active EE | $13,090 | $6,446+103.1% | $5,637+132.2% | $6,400+104.5% |
| Admin fee / account holder | $12,697 | $18,088-29.8% | $14,673-13.5% | $11,426+11.1% |