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 | $96,817 | $61,605+57.2% | $112,229-13.7% | $75,163+28.8% |
| Participation rate | 93.4% | 61.7%+31.7pp | 72.4%+21.0pp | 67.2%+26.2pp |
| Annual return | 13.48% | 28.47%-15.0pp | 30.20%-16.7pp | 160.62%-147.1pp |
| Employer contribution / active EE | $2,979 | $2,015+47.8% | $3,430-13.2% | $2,670+11.6% |
| Participant deferral / active EE | $3,662 | $3,108+17.8% | $4,798-23.7% | $4,125-11.2% |
| Admin fee / account holder | $8,546 | $4,862+75.8% | $7,748+10.3% | $5,651+51.2% |