Filed January 30, 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 | $70,823 | $57,828+22.5% | $117,039-39.5% | $70,131+1.0% |
| Participation rate | 80.7% | 67.1%+13.6pp | 77.2%+3.5pp | 69.5%+11.2pp |
| Annual return | 10.07% | 17.55%-7.5pp | 18.95%-8.9pp | 73.14%-63.1pp |
| Employer contribution / active EE | $2,442 | $1,816+34.5% | $3,785-35.5% | $2,342+4.2% |
| Participant deferral / active EE | $2,101 | $2,438-13.8% | $3,929-46.5% | $3,332-36.9% |
| Admin fee / account holder | $4,145 | $3,548+16.8% | $5,974-30.6% | $4,645-10.8% |