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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,052 | $167,484-68.9% | $151,611-65.7% | $134,475-61.3% |
| Participation rate | 79.2% | 88.4%-9.2pp | 87.5%-8.3pp | 81.2%-2.1pp |
| Annual return | -1.23% | 7.80%-9.0pp | 3.33%-4.6pp | 417.96%-419.2pp |
| Employer contribution / active EE | $1,801 | $6,829-73.6% | $6,166-70.8% | $4,740-62.0% |
| Participant deferral / active EE | $4,000 | $8,986-55.5% | $8,363-52.2% | $6,400-37.5% |
| Admin fee / account holder | $10,092 | $13,783-26.8% | $11,616-13.1% | $11,426-11.7% |