Filed August 22, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 5-year trajectory for $4.99 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 | $20,446 | $47,479-56.9% | $62,929-67.5% | $82,448-75.2% |
| Participation rate | 79.7% | 66.9%+12.8pp | 73.1%+6.6pp | 68.1%+11.6pp |
| Annual return | 33.10% | 20.34%+12.8pp | 1063.93%-1030.8pp | 41.64%-8.5pp |
| Employer contribution / active EE | $3,860 | $1,885+104.8% | $2,505+54.1% | $2,551+51.3% |
| Participant deferral / active EE | $4,553 | $2,870+58.6% | $3,888+17.1% | $4,139+10.0% |
| Admin fee / account holder | $1,523 | $3,804-60.0% | $5,065-69.9% | $7,234-78.9% |