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 | $198,007 | $144,119+37.4% | $117,854+68.0% | $147,584+34.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.70% | 531.15%-517.5pp | 335.08%-321.4pp | 578.55%-564.9pp |
| Employer contribution / active EE | $4,832 | $4,896-1.3% | $3,786+27.6% | $4,876-0.9% |
| Participant deferral / active EE | $10,264 | $5,316+93.1% | $4,482+129.0% | $5,439+88.7% |
| Admin fee / account holder | $458 | $10,886-95.8% | $8,020-94.3% | $10,885-95.8% |