Filed October 17, 2024 (most recent of 3 filings on file)
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,022,789 | $214,378+377.1% | $200,582+409.9% | $142,382+618.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.34% | 46.41%-34.1pp | 42.33%-30.0pp | 217.08%-204.7pp |
| Employer contribution / active EE | $22,516 | $6,841+229.1% | $6,419+250.8% | $4,299+423.7% |
| Participant deferral / active EE | $12,175 | $9,865+23.4% | $9,331+30.5% | $6,507+87.1% |
| Admin fee / account holder | $20,142 | $17,692+13.8% | $16,305+23.5% | $12,624+59.6% |