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 | $81,115 | $175,202-53.7% | $149,673-45.8% | $139,434-41.8% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 19.15% | 166.71%-147.6pp | 134.42%-115.3pp | 372.94%-353.8pp |
| Employer contribution / active EE | $9,927 | $5,474+81.3% | $4,818+106.1% | $4,751+109.0% |
| Participant deferral / active EE | $13,094 | $6,519+100.9% | $5,680+130.5% | $6,710+95.1% |
| Admin fee / account holder | $1,944 | $16,150-88.0% | $13,210-85.3% | $11,403-82.9% |