Filed May 27, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $433,737 | $209,832+106.7% | $189,513+128.9% | $167,490+159.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.22% | 748.27%-731.1pp | 555.15%-537.9pp | 478.56%-461.3pp |
| Employer contribution / active EE | $7,455 | $6,914+7.8% | $6,162+21.0% | $4,837+54.1% |
| Participant deferral / active EE | $20,877 | $8,935+133.7% | $8,221+153.9% | $6,341+229.2% |
| Admin fee / account holder | $13,064 | $14,293-8.6% | $12,045+8.5% | $12,309+6.1% |