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 | $627,300 | $79,449+689.6% | $189,557+230.9% | $85,850+630.7% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.4%+21.6pp | 69.3%+30.7pp |
| Annual return | 16.69% | 18.45%-1.8pp | 64.17%-47.5pp | 318.53%-301.8pp |
| Employer contribution / active EE | $10,714 | $2,081+414.9% | $4,412+142.8% | $2,565+317.7% |
| Participant deferral / active EE | $13,147 | $4,051+224.5% | $6,174+112.9% | $3,952+232.7% |
| Admin fee / account holder | $28,239 | $5,377+425.2% | $9,807+187.9% | $6,260+351.1% |