Filed June 26, 2023 (most recent of 2 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.
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 | $56,719 | $94,529-40.0% | $140,016-59.5% | $64,186-11.6% |
| Participation rate | 94.6% | 84.1%+10.5pp | 87.5%+7.1pp | 69.6%+25.0pp |
| Annual return | -4.11% | 7.77%-11.9pp | 651.12%-655.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,611 | $3,812-57.7% | $5,606-71.3% | $2,381-32.3% |
| Participant deferral / active EE | $2,708 | $5,250-48.4% | $6,927-60.9% | $3,470-22.0% |
| Admin fee / account holder | $1,270 | $6,741-81.2% | $10,705-88.1% | $4,888-74.0% |