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 | $588,890 | $72,012+717.8% | $185,823+216.9% | $79,858+637.4% |
| Participation rate | 98.0% | 65.8%+32.2pp | 78.0%+20.0pp | 69.6%+28.4pp |
| Annual return | 23.68% | 23.12%+0.6pp | 35.95%-12.3pp | 31.71%-8.0pp |
| Employer contribution / active EE | $10,347 | $1,965+426.6% | $4,087+153.1% | $2,471+318.7% |
| Participant deferral / active EE | $11,673 | $3,779+208.9% | $5,632+107.3% | $3,740+212.1% |
| Admin fee / account holder | $13,028 | $4,513+188.7% | $9,500+37.1% | $5,306+145.5% |