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 | $637,493 | $77,314+724.6% | $177,989+258.2% | $80,856+688.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 21.52% | 18.09%+3.4pp | 294.48%-273.0pp | 35.59%-14.1pp |
| Employer contribution / active EE | $10,997 | $2,292+379.8% | $3,949+178.5% | $2,755+299.2% |
| Participant deferral / active EE | $13,808 | $4,411+213.1% | $6,276+120.0% | $4,296+221.4% |
| Admin fee / account holder | $34,054 | $7,191+373.6% | $10,363+228.6% | $6,918+392.3% |