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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $419,830 | $69,010+508.4% | $159,960+162.5% | $68,494+512.9% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -22.84% | -9.65%-13.2pp | 408.60%-431.4pp | -7.84%-15.0pp |
| Employer contribution / active EE | $9,159 | $2,213+313.8% | $4,226+116.7% | $2,596+252.8% |
| Participant deferral / active EE | $11,755 | $4,212+179.1% | $6,182+90.1% | $4,027+191.9% |
| Admin fee / account holder | $25,033 | $4,798+421.7% | $8,698+187.8% | $5,403+363.3% |