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 | $86,496 | $125,758-31.2% | $169,993-49.1% | $75,163+15.1% |
| Participation rate | 87.8% | 83.6%+4.2pp | 87.0%+0.8pp | 67.2%+20.6pp |
| Annual return | 17.12% | 27.20%-10.1pp | 53.37%-36.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $2,871 | $4,615-37.8% | $6,785-57.7% | $2,670+7.5% |
| Participant deferral / active EE | $4,018 | $6,837-41.2% | $10,408-61.4% | $4,125-2.6% |
| Admin fee / account holder | $3,524 | $8,173-56.9% | $12,815-72.5% | $5,651-37.6% |