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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $286,879 | $157,256+82.4% | $141,162+103.2% | $152,861+87.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 10.15% | 64.32%-54.2pp | 71.39%-61.2pp | 345.32%-335.2pp |
| Employer contribution / active EE | $17,897 | $5,261+240.2% | $4,735+278.0% | $4,762+275.8% |
| Participant deferral / active EE | $13,899 | $7,109+95.5% | $6,709+107.2% | $5,850+137.6% |
| Admin fee / account holder | $6,689 | $12,120-44.8% | $10,261-34.8% | $11,596-42.3% |