Filed May 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.
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 7-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 | $41,248 | $101,724-59.5% | $164,813-75.0% | $80,856-49.0% |
| Participation rate | 87.9% | 71.8%+16.1pp | 78.6%+9.3pp | 67.6%+20.3pp |
| Annual return | 8.85% | 16.72%-7.9pp | 69.93%-61.1pp | 35.59%-26.7pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,304 | $4,477+18.5% | $6,031-12.1% | $4,296+23.5% |
| Admin fee / account holder | $14,599 | $8,227+77.4% | $12,690+15.0% | $6,918+111.0% |