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.
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 | $329,494 | $176,056+87.2% | $159,436+106.7% | $167,490+96.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 5.15% | 331.75%-326.6pp | 263.57%-258.4pp | 478.56%-473.4pp |
| Employer contribution / active EE | $16,342 | $5,297+208.5% | $4,829+238.4% | $4,837+237.8% |
| Participant deferral / active EE | $10,904 | $7,750+40.7% | $7,352+48.3% | $6,341+72.0% |
| Admin fee / account holder | $127 | $12,554-99.0% | $10,799-98.8% | $12,309-99.0% |