Filed May 13, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,928 | $49,177-20.8% | $79,464-51.0% | $64,186-39.4% |
| Participation rate | 94.3% | 65.0%+29.3pp | 73.3%+20.9pp | 69.6%+24.7pp |
| Annual return | 9.23% | -1.16%+10.4pp | 718.14%-708.9pp | 7.63%+1.6pp |
| Employer contribution / active EE | $3,850 | $2,076+85.4% | $2,800+37.5% | $2,381+61.7% |
| Participant deferral / active EE | $242 | $2,821-91.4% | $3,704-93.5% | $3,470-93.0% |
| Admin fee / account holder | $3,671 | $3,839-4.4% | $5,113-28.2% | $4,888-24.9% |