Filed March 11, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,827 | $181,894-20.4% | $156,549-7.5% | $273,961-47.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.26% | 30.74%-23.5pp | 32.23%-25.0pp | 41.45%-34.2pp |
| Employer contribution / active EE | $2,557 | $6,248-59.1% | $5,501-53.5% | $4,869-47.5% |
| Participant deferral / active EE | $5,156 | $5,550-7.1% | $4,871+5.9% | $5,287-2.5% |
| Admin fee / account holder | $2,082 | $15,559-86.6% | $13,027-84.0% | $10,132-79.4% |