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 | $520,057 | $70,669+635.9% | $169,368+207.1% | $75,163+591.9% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 25.93% | 36.36%-10.4pp | 405.60%-379.7pp | 160.62%-134.7pp |
| Employer contribution / active EE | $9,605 | $2,211+334.5% | $4,013+139.4% | $2,670+259.8% |
| Participant deferral / active EE | $13,700 | $4,311+217.8% | $6,221+120.2% | $4,125+232.1% |
| Admin fee / account holder | $4,845 | $5,402-10.3% | $9,003-46.2% | $5,651-14.3% |