Filed May 3, 2024 (most recent of 7 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,656 | $87,841-41.2% | $133,980-61.4% | $62,891-17.9% |
| Participation rate | 79.7% | 83.4%-3.7pp | 87.1%-7.4pp | 69.3%+10.4pp |
| Annual return | 6.11% | 12.05%-5.9pp | 29.30%-23.2pp | 20.14%-14.0pp |
| Employer contribution / active EE | $2,917 | $3,483-16.3% | $5,211-44.0% | $2,281+27.9% |
| Participant deferral / active EE | $4,375 | $4,812-9.1% | $6,282-30.4% | $3,203+36.6% |
| Admin fee / account holder | $6,812 | $5,371+26.8% | $9,324-26.9% | $4,296+58.6% |