Filed May 3, 2024
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 | $283,984 | $138,065+105.7% | $123,544+129.9% | $135,375+109.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.85% | 153.68%-156.5pp | 119.20%-122.0pp | 519.73%-522.6pp |
| Employer contribution / active EE | $13,990 | $5,151+171.6% | $4,628+202.3% | $4,779+192.8% |
| Participant deferral / active EE | $9,866 | $6,799+45.1% | $6,426+53.5% | $5,609+75.9% |
| Admin fee / account holder | $1,601 | $10,916-85.3% | $9,284-82.8% | $10,827-85.2% |