Filed July 19, 2024 (most recent of 3 filings on file)
Total covered: 4 employees
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,323 | $137,414+71.3% | $189,513+24.2% | $85,850+174.1% |
| Participation rate | 98.6% | 84.6%+14.0pp | 87.8%+10.8pp | 69.3%+29.3pp |
| Annual return | 12.16% | 38.14%-26.0pp | 555.15%-543.0pp | 318.53%-306.4pp |
| Employer contribution / active EE | $12,470 | $4,344+187.0% | $6,162+102.4% | $2,565+386.2% |
| Participant deferral / active EE | $7,490 | $6,260+19.6% | $8,221-8.9% | $3,952+89.5% |
| Admin fee / account holder | $15,824 | $8,630+83.4% | $12,045+31.4% | $6,260+152.8% |