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 | $265,750 | $161,802+64.2% | $96,544+175.3% | $96,393+175.7% |
| Participation rate | 80.4% | 92.5%-12.0pp | 76.0%+4.5pp | 71.3%+9.1pp |
| Annual return | 16.67% | 18.41%-1.7pp | 25.84%-9.2pp | 22.88%-6.2pp |
| Employer contribution / active EE | $6,931 | $5,381+28.8% | $2,965+133.8% | $3,238+114.0% |
| Participant deferral / active EE | $11,540 | $8,927+29.3% | $4,851+137.9% | $5,455+111.6% |
| Admin fee / account holder | $1 | $61-98.3% | $8,252-100.0% | $74-98.6% |