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 | $76,596 | $109,359-30.0% | $162,163-52.8% | $72,985+4.9% |
| Participation rate | 96.8% | 84.3%+12.5pp | 87.6%+9.2pp | 69.5%+27.3pp |
| Annual return | 19.97% | 25.46%-5.5pp | 115.59%-95.6pp | 81.00%-61.0pp |
| Employer contribution / active EE | $3,161 | $3,907-19.1% | $5,614-43.7% | $2,440+29.6% |
| Participant deferral / active EE | $4,468 | $5,481-18.5% | $7,298-38.8% | $3,607+23.9% |
| Admin fee / account holder | $3,827 | $7,972-52.0% | $10,843-64.7% | $5,124-25.3% |