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 | $93,505 | $64,324+45.4% | $118,925-21.4% | $79,858+17.1% |
| Participation rate | 93.4% | 64.9%+28.6pp | 75.4%+18.0pp | 69.6%+23.8pp |
| Annual return | 11.97% | 86.45%-74.5pp | 35.88%-23.9pp | 31.71%-19.7pp |
| Employer contribution / active EE | $5,309 | $1,836+189.1% | $3,263+62.7% | $2,471+114.9% |
| Participant deferral / active EE | $3,099 | $2,824+9.8% | $4,265-27.3% | $3,740-17.1% |
| Admin fee / account holder | $10,522 | $4,040+160.4% | $6,581+59.9% | $5,306+98.3% |