Filed January 2, 2024 (most recent of 3 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $83,367 | $133,958-37.8% | $112,228-25.7% | $134,475-38.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -2.78% | 47.11%-49.9pp | 27.45%-30.2pp | 417.96%-420.7pp |
| Employer contribution / active EE | $348 | $4,038-91.4% | $3,635-90.4% | $4,740-92.7% |
| Participant deferral / active EE | $2,610 | $5,291-50.7% | $4,728-44.8% | $6,400-59.2% |
| Admin fee / account holder | $8,848 | $7,489+18.2% | $6,410+38.0% | $11,426-22.6% |