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 | $206,975 | $92,703+123.3% | $82,719+150.2% | $134,475+53.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 14.09% | 944.92%-930.8pp | 701.18%-687.1pp | 417.96%-403.9pp |
| Employer contribution / active EE | $5,064 | $3,274+54.7% | $3,009+68.3% | $4,740+6.8% |
| Participant deferral / active EE | $10,886 | $4,802+126.7% | $4,395+147.7% | $6,400+70.1% |
| Admin fee / account holder | $1,250 | $5,983-79.1% | $5,329-76.5% | $11,426-89.1% |