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 | $80,647 | $58,851+37.0% | $115,157-30.0% | $72,985+10.5% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 12.42% | 23.16%-10.7pp | 35.60%-23.2pp | 81.00%-68.6pp |
| Employer contribution / active EE | $2,353 | $1,798+30.9% | $3,179-26.0% | $2,440-3.6% |
| Participant deferral / active EE | $2,144 | $2,643-18.9% | $4,168-48.6% | $3,607-40.6% |
| Admin fee / account holder | $1,266 | $6,370-80.1% | $7,088-82.1% | $5,124-75.3% |