Filed July 18, 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 4-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 | $80,051 | $167,307-52.2% | $143,757-44.3% | $134,475-40.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.41% | 0.46%-10.9pp | -0.04%-10.4pp | 417.96%-428.4pp |
| Employer contribution / active EE | $8,138 | $5,619+44.8% | $4,951+64.4% | $4,740+71.7% |
| Participant deferral / active EE | $8,369 | $6,446+29.8% | $5,637+48.5% | $6,400+30.8% |
| Admin fee / account holder | $694 | $18,088-96.2% | $14,673-95.3% | $11,426-93.9% |