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 | $67,898 | $94,529-28.2% | $140,016-51.5% | $64,186+5.8% |
| Participation rate | 91.7% | 84.1%+7.6pp | 87.5%+4.2pp | 69.6%+22.1pp |
| Annual return | -5.42% | 7.77%-13.2pp | 651.12%-656.5pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,801 | $3,812-26.5% | $5,606-50.0% | $2,381+17.6% |
| Participant deferral / active EE | $4,406 | $5,250-16.1% | $6,927-36.4% | $3,470+27.0% |
| Admin fee / account holder | $2,005 | $6,741-70.3% | $10,705-81.3% | $4,888-59.0% |