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 | $524,181 | $83,902+524.8% | $167,512+212.9% | $84,808+518.1% |
| Participation rate | 94.4% | 66.5%+28.0pp | 77.1%+17.4pp | 68.3%+26.1pp |
| Annual return | 15.25% | 91.55%-76.3pp | 1615.79%-1600.5pp | 40.90%-25.6pp |
| Employer contribution / active EE | $10,226 | $2,264+351.7% | $3,882+163.5% | $2,631+288.7% |
| Participant deferral / active EE | $13,733 | $4,442+209.1% | $6,405+114.4% | $4,212+226.1% |
| Admin fee / account holder | $244,449 | $7,915+2988.4% | $9,769+2402.3% | $7,344+3228.7% |