Filed January 14, 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 | $160,878 | $131,829+22.0% | $108,579+48.2% | $273,961-41.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.17% | -91.57%+98.7pp | -51.70%+58.9pp | 41.45%-34.3pp |
| Employer contribution / active EE | $4,619 | $4,912-6.0% | $3,758+22.9% | $4,869-5.1% |
| Participant deferral / active EE | $9,976 | $5,127+94.6% | $4,311+131.4% | $5,287+88.7% |
| Admin fee / account holder | $550 | $10,252-94.6% | $7,645-92.8% | $10,132-94.6% |