Filed January 31, 2024 (most recent of 2 filings on file)
Total covered: 466 employees
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $307,151 | $178,759+71.8% | $102,438+199.8% | $106,408+188.7% |
| Participation rate | 78.7% | 91.3%-12.6pp | 76.5%+2.2pp | 69.9%+8.8pp |
| Annual return | 13.30% | 17.23%-3.9pp | 29.37%-16.1pp | 17.37%-4.1pp |
| Employer contribution / active EE | $7,941 | $5,750+38.1% | $3,024+162.6% | $3,361+136.2% |
| Participant deferral / active EE | $12,502 | $9,466+32.1% | $5,054+147.4% | $5,567+124.6% |
| Admin fee / account holder | $9 | $62-85.6% | $9,448-99.9% | $79-88.7% |