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 | $107,812 | $137,414-21.5% | $189,513-43.1% | $85,850+25.6% |
| Participation rate | 92.9% | 84.6%+8.2pp | 87.8%+5.1pp | 69.3%+23.5pp |
| Annual return | 12.49% | 38.14%-25.7pp | 555.15%-542.7pp | 318.53%-306.0pp |
| Employer contribution / active EE | $3,608 | $4,344-17.0% | $6,162-41.4% | $2,565+40.6% |
| Participant deferral / active EE | $5,022 | $6,260-19.8% | $8,221-38.9% | $3,952+27.1% |
| Admin fee / account holder | $15,307 | $8,630+77.4% | $12,045+27.1% | $6,260+144.5% |