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 | $98,301 | $102,966-4.5% | $90,281+8.9% | $152,861-35.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.62% | 95.16%-73.5pp | 78.10%-56.5pp | 345.32%-323.7pp |
| Employer contribution / active EE | $4,205 | $3,139+34.0% | $2,854+47.3% | $4,762-11.7% |
| Participant deferral / active EE | $7,476 | $4,281+74.6% | $3,885+92.4% | $5,850+27.8% |
| Admin fee / account holder | $6,149 | $6,171-0.3% | $5,351+14.9% | $11,596-47.0% |