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 | $335,381 | $167,484+100.2% | $151,611+121.2% | $134,475+149.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.89% | 7.80%-25.7pp | 3.33%-21.2pp | 417.96%-435.9pp |
| Employer contribution / active EE | $8,058 | $6,829+18.0% | $6,166+30.7% | $4,740+70.0% |
| Participant deferral / active EE | $22,987 | $8,986+155.8% | $8,363+174.8% | $6,400+259.2% |
| Admin fee / account holder | $42,218 | $13,783+206.3% | $11,616+263.4% | $11,426+269.5% |