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 | $262,691 | $171,796+52.9% | $111,297+136.0% | $106,520+146.6% |
| Participation rate | 80.0% | 88.6%-8.6pp | 77.3%+2.7pp | 71.3%+8.7pp |
| Annual return | 14.86% | 18.62%-3.8pp | 54.65%-39.8pp | 19.28%-4.4pp |
| Employer contribution / active EE | $6,104 | $4,687+30.2% | $2,731+123.5% | $2,840+114.9% |
| Participant deferral / active EE | $9,966 | $7,845+27.0% | $4,487+122.1% | $4,948+101.4% |
| Admin fee / account holder | $1 | $69-98.7% | $7,964-100.0% | $75-98.8% |