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 | $130,837 | $100,852+29.7% | $90,404+44.7% | $158,922-17.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.83% | 1724.20%-1713.4pp | 1293.02%-1282.2pp | 302.83%-292.0pp |
| Employer contribution / active EE | $4,570 | $3,689+23.9% | $3,262+40.1% | $4,761-4.0% |
| Participant deferral / active EE | $7,915 | $4,348+82.1% | $3,963+99.7% | $5,982+32.3% |
| Admin fee / account holder | $4,287 | $6,501-34.1% | $5,611-23.6% | $11,246-61.9% |