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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,030 | $52,836+40.1% | $105,738-30.0% | $64,186+15.3% |
| Participation rate | 90.0% | 66.5%+23.5pp | 76.3%+13.7pp | 69.6%+20.4pp |
| Annual return | -1.56% | 14.30%-15.9pp | 6.27%-7.8pp | 7.63%-9.2pp |
| Employer contribution / active EE | $2,844 | $1,827+55.7% | $3,268-13.0% | $2,381+19.5% |
| Participant deferral / active EE | $2,032 | $2,545-20.2% | $4,080-50.2% | $3,470-41.4% |
| Admin fee / account holder | $3,179 | $3,959-19.7% | $6,913-54.0% | $4,888-35.0% |