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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,832 | $88,751+135.3% | $81,812+155.3% | $145,922+43.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 8.36% | 1025.40%-1017.0pp | 773.79%-765.4pp | 561.29%-552.9pp |
| Employer contribution / active EE | $4,631 | $3,083+50.2% | $2,912+59.0% | $4,660-0.6% |
| Participant deferral / active EE | $8,738 | $4,643+88.2% | $4,319+102.3% | $6,688+30.7% |
| Admin fee / account holder | $2,320 | $8,415-72.4% | $7,386-68.6% | $13,397-82.7% |