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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,027 | $197,591-62.5% | $177,821-58.4% | $158,922-53.4% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.7%+3.2pp | 82.0%+9.0pp |
| Annual return | 6.59% | 58.76%-52.2pp | 48.32%-41.7pp | 302.83%-296.2pp |
| Employer contribution / active EE | $1,751 | $6,697-73.9% | $5,918-70.4% | $4,761-63.2% |
| Participant deferral / active EE | $4,009 | $8,405-52.3% | $7,714-48.0% | $5,982-33.0% |
| Admin fee / account holder | $11,133 | $15,399-27.7% | $12,427-10.4% | $11,246-1.0% |