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 | $103,176 | $138,347-25.4% | $184,203-44.0% | $80,856+27.6% |
| Participation rate | 78.0% | 83.9%-5.8pp | 86.8%-8.8pp | 67.6%+10.4pp |
| Annual return | 25.26% | 20.02%+5.2pp | 28.81%-3.6pp | 35.59%-10.3pp |
| Employer contribution / active EE | $2,861 | $4,850-41.0% | $6,427-55.5% | $2,755+3.8% |
| Participant deferral / active EE | $4,158 | $7,071-41.2% | $9,131-54.5% | $4,296-3.2% |
| Admin fee / account holder | $6,678 | $10,483-36.3% | $13,901-52.0% | $6,918-3.5% |