Filed January 11, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $65,938 | $171,865-61.6% | $149,718-56.0% | $147,584-55.3% |
| Participation rate | 73.9% | 88.2%-14.3pp | 87.1%-13.2pp | 82.8%-8.9pp |
| Annual return | 17.40% | 2113.22%-2095.8pp | 1501.63%-1484.2pp | 578.55%-561.1pp |
| Employer contribution / active EE | $1,008 | $6,275-83.9% | $5,445-81.5% | $4,876-79.3% |
| Participant deferral / active EE | $2,018 | $7,271-72.2% | $6,569-69.3% | $5,439-62.9% |
| Admin fee / account holder | $15,104 | $13,799+9.5% | $11,283+33.9% | $10,885+38.8% |