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 | $55,466 | $107,015-48.2% | $73,545-24.6% | $147,584-62.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 13.62% | 38.25%-24.6pp | -15.16%+28.8pp | 578.55%-564.9pp |
| Employer contribution / active EE | $2,923 | $1,760+66.1% | $1,219+139.8% | $4,876-40.1% |
| Participant deferral / active EE | $8,364 | $2,462+239.8% | $1,806+363.1% | $5,439+53.8% |
| Admin fee / account holder | $3,161 | $3,055+3.5% | $2,320+36.3% | $10,885-71.0% |