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 | $86,688 | $123,793-30.0% | $177,821-51.2% | $79,858+8.6% |
| Participation rate | 96.7% | 84.7%+12.1pp | 87.7%+9.0pp | 69.6%+27.1pp |
| Annual return | 12.67% | 22.82%-10.2pp | 48.32%-35.7pp | 31.71%-19.0pp |
| Employer contribution / active EE | $3,430 | $4,095-16.2% | $5,918-42.0% | $2,471+38.8% |
| Participant deferral / active EE | $4,747 | $5,956-20.3% | $7,714-38.5% | $3,740+26.9% |
| Admin fee / account holder | $6,785 | $7,243-6.3% | $12,427-45.4% | $5,306+27.9% |