Filed December 18, 2023 (most recent of 11 filings on file)
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,636 | $87,841-56.0% | $133,980-71.2% | $62,891-38.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 7.05% | 12.05%-5.0pp | 29.30%-22.3pp | 20.14%-13.1pp |
| Employer contribution / active EE | $3,265 | $3,483-6.3% | $5,211-37.4% | $2,281+43.1% |
| Participant deferral / active EE | $1,993 | $4,812-58.6% | $6,282-68.3% | $3,203-37.8% |
| Admin fee / account holder | $1,529 | $5,371-71.5% | $9,324-83.6% | $4,296-64.4% |