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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,894 | $177,572-16.2% | $154,803-3.8% | $142,382+4.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 0.82% | 65.07%-64.2pp | 58.88%-58.1pp | 217.08%-216.3pp |
| Employer contribution / active EE | $6,937 | $4,810+44.2% | $4,305+61.1% | $4,299+61.4% |
| Participant deferral / active EE | $8,183 | $6,272+30.5% | $5,540+47.7% | $6,507+25.7% |
| Admin fee / account holder | $6,667 | $16,786-60.3% | $14,329-53.5% | $12,624-47.2% |