Filed March 6, 2024 (most recent of 14 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $503,135 | $65,395+669.4% | $182,532+175.6% | $72,985+589.4% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 22.78% | 27.68%-4.9pp | 148.54%-125.8pp | 81.00%-58.2pp |
| Employer contribution / active EE | $8,784 | $1,911+359.6% | $4,076+115.5% | $2,440+260.0% |
| Participant deferral / active EE | $12,526 | $3,563+251.6% | $5,524+126.7% | $3,607+247.2% |
| Admin fee / account holder | $63,410 | $4,245+1393.9% | $8,592+638.0% | $5,124+1137.4% |