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 | $118,460 | $68,547+72.8% | $120,354-1.6% | $80,856+46.5% |
| Participation rate | 96.0% | 61.6%+34.4pp | 71.9%+24.1pp | 67.6%+28.4pp |
| Annual return | 16.46% | 23.60%-7.1pp | 107.15%-90.7pp | 35.59%-19.1pp |
| Employer contribution / active EE | $3,683 | $2,051+79.5% | $3,463+6.4% | $2,755+33.7% |
| Participant deferral / active EE | $4,037 | $3,173+27.2% | $4,991-19.1% | $4,296-6.0% |
| Admin fee / account holder | $6,681 | $5,732+16.6% | $9,423-29.1% | $6,918-3.4% |