Filed May 3, 2024
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 | $180,206 | $77,813+131.6% | $123,544+45.9% | $64,186+180.8% |
| Participation rate | 74.6% | 74.7%-0.1pp | 82.3%-7.6pp | 69.6%+5.1pp |
| Annual return | -2.92% | 12.48%-15.4pp | 119.20%-122.1pp | 7.63%-10.6pp |
| Employer contribution / active EE | $2,256 | $3,014-25.2% | $4,628-51.3% | $2,381-5.3% |
| Participant deferral / active EE | $9,590 | $5,240+83.0% | $6,426+49.2% | $3,470+176.4% |
| Admin fee / account holder | $20,304 | $5,519+267.9% | $9,284+118.7% | $4,888+315.4% |