Filed October 17, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,010 | $131,829-49.9% | $108,579-39.2% | $273,961-75.9% |
| Participation rate | 84.6% | 83.5%+1.2pp | 79.6%+5.0pp | 83.0%+1.6pp |
| Annual return | 9.33% | -91.57%+100.9pp | -51.70%+61.0pp | 41.45%-32.1pp |
| Employer contribution / active EE | $1,056 | $4,912-78.5% | $3,758-71.9% | $4,869-78.3% |
| Participant deferral / active EE | $1,761 | $5,127-65.7% | $4,311-59.2% | $5,287-66.7% |
| Admin fee / account holder | $771 | $10,252-92.5% | $7,645-89.9% | $10,132-92.4% |