Filed April 22, 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 | $58,516 | $82,032-28.7% | $123,104-52.5% | $59,632-1.9% |
| Participation rate | 86.7% | 83.2%+3.5pp | 86.8%-0.1pp | 68.7%+18.0pp |
| Annual return | 0.13% | 5.12%-5.0pp | 13.22%-13.1pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $3,984 | $3,297+20.9% | $5,151-22.7% | $2,203+80.9% |
| Participant deferral / active EE | $1,741 | $4,667-62.7% | $6,230-72.1% | $3,192-45.5% |
| Admin fee / account holder | $3,007 | $5,881-48.9% | $9,015-66.6% | $4,297-30.0% |