Filed July 24, 2024 (most recent of 4 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 | $64,736 | $94,529-31.5% | $140,016-53.8% | $64,186+0.9% |
| Participation rate | 96.2% | 84.1%+12.1pp | 87.5%+8.7pp | 69.6%+26.6pp |
| Annual return | -6.03% | 7.77%-13.8pp | 651.12%-657.1pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,946 | $3,812-49.0% | $5,606-65.3% | $2,381-18.3% |
| Participant deferral / active EE | $3,098 | $5,250-41.0% | $6,927-55.3% | $3,470-10.7% |
| Admin fee / account holder | $1,020 | $6,741-84.9% | $10,705-90.5% | $4,888-79.1% |