Filed November 17, 1
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 | $77,280 | $90,600-14.7% | $79,464-2.7% | $135,375-42.9% |
| Participation rate | 88.9% | 76.0%+12.8pp | 73.3%+15.5pp | 82.6%+6.2pp |
| Annual return | -7.40% | 977.43%-984.8pp | 718.14%-725.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $3,559 | $3,068+16.0% | $2,800+27.1% | $4,779-25.5% |
| Participant deferral / active EE | $5,974 | $4,050+47.5% | $3,704+61.3% | $5,609+6.5% |
| Admin fee / account holder | $2,633 | $5,907-55.4% | $5,113-48.5% | $10,827-75.7% |